Howard Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Howard Wealth Management’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	$251K	Hold	4,395	–	–	0.09%	135
2026 Q1	$230K	Hold	4,395	–	–	0.1%	131
2025 Q4	$233K	Hold	4,395	–	–	0.1%	122
2025 Q3	$222K	Hold	4,395	–	–	0.1%	121
2025 Q2	$211K	Hold	4,395	–	–	0.11%	118
2025 Q1	$209K	Buy	+4,395	New	+$210K	0.12%	112
2024 Q2	–	Sell	-4,395	Closed	-$212K	–	98
2024 Q1	$212K	Buy	+4,395	New	+$198K	0.17%	96
2022 Q2	–	Sell	-5,664	Closed	-$208K	–	84
2022 Q1	$208K	Sell	5,664 -250	-4%	-$9.47K	0.11%	128
2021 Q4	$237K	Buy	5,914 +6	+0.1%	+$236	0.13%	118
2021 Q3	$224K	Hold	5,908	–	–	0.13%	115
2021 Q2	$225K	Sell	5,908 -36	-0.6%	-$1.36K	0.12%	119
2021 Q1	$216K	Sell	5,944 -10,184	-63%	-$351K	0.13%	120
2020 Q4	$534K	Sell	16,128 -1,816	-10%	-$58.3K	0.33%	71
2020 Q3	$554K	Sell	17,944 -1,208	-6%	-$37.6K	0.4%	61
2020 Q2	$581K	Buy	19,152 +320	+2%	+$9.11K	0.47%	56
2020 Q1	$482K	Buy	18,832 +1,014	+6%	+$32.3K	0.51%	49
2019 Q4	$628K	Buy	+17,818	New	+$614K	0.52%	40

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

Howard Wealth Management's HEDJ Position: Q2 2026 in Review

Howard Wealth Management held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 4,395 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #135.

Howard Wealth Management first reported a position in HEDJ in Q4 2019 and has held it in 17 quarters since. The position peaked at $628K in Q4 2019. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Howard Wealth Management held 4,395 shares of WisdomTree Europe Hedged Equity Fund worth $251K as of Q2 2026.
Howard Wealth Management left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up 0.09% of Howard Wealth Management's portfolio in Q2 2026, its #135 holding.
Howard Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and has held it in 17 quarters since.
Howard Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $628K in Q4 2019.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.