Hourglass Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Hourglass Capital’s Portfolio HEDJ Stock Details HEDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$913K	Hold	16,010	–	–	0.18%	90
2026 Q1	$837K	Buy	+16,010	New	+$865K	0.17%	92
2021 Q1	–	Sell	-12,738	Closed	-$422K	–	131
2020 Q4	$422K	Hold	12,738	–	–	0.13%	95
2020 Q3	$393K	Hold	12,738	–	–	0.13%	92
2020 Q2	$387K	Hold	12,738	–	–	0.14%	91
2020 Q1	$326K	Hold	12,738	–	–	0.14%	85
2019 Q4	$450K	Hold	12,738	–	–	0.12%	80
2019 Q3	$429K	Hold	12,738	–	–	0.12%	79
2019 Q2	$421K	Hold	12,738	–	–	0.12%	75
2019 Q1	$407K	Hold	12,738	–	–	0.12%	75
2018 Q4	$359K	Hold	12,738	–	–	0.11%	81
2018 Q3	$403K	Hold	12,738	–	–	0.1%	84
2018 Q2	$402K	Hold	12,738	–	–	0.1%	84
2018 Q1	$399K	Hold	12,738	–	–	0.09%	86
2017 Q4	$406K	Hold	12,738	–	–	0.09%	88
2017 Q3	$412K	Hold	12,738	–	–	0.1%	82
2017 Q2	$397K	Hold	12,738	–	–	0.1%	83
2017 Q1	$400K	Buy	+12,738	New	+$379K	0.1%	82

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Hourglass Capital's HEDJ Position: Q2 2026 in Review

Hourglass Capital held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 16,010 shares worth $913K. The position accounts for 0.18% of the portfolio, ranked #90.

Hourglass Capital first reported a position in HEDJ in Q1 2017 and has held it in 18 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Hourglass Capital held 16,010 shares of WisdomTree Europe Hedged Equity Fund worth $913K as of Q2 2026.
Hourglass Capital left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up 0.18% of Hourglass Capital's portfolio in Q2 2026, its #90 holding.
Hourglass Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2017 and has held it in 18 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Hourglass Capital's 13F filing for Q2 2026, filed 29 Jul 2026.