IWM
HEDJ icon

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

IHT 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
Q1 		$509K Sell
9,724
-460
-5% -$24.8K 0.01% 821
2025
Q4 		$540K Sell
10,184
-144
-1% -$7.47K 0.01% 731
2025
Q3 		$521K Sell
10,328
-1,047
-9% -$51.7K 0.01% 721
2025
Q2 		$547K Sell
11,375
-45
-0.4% -$2.15K 0.02% 673
2025
Q1 		$542K Sell
11,420
-1,042
-8% -$49.7K 0.02% 646
2024
Q4 		$545K Sell
12,462
-20
-0.2% -$878 0.02% 655
2024
Q3 		$560K Sell
12,482
-470
-4% -$20.8K 0.02% 687
2024
Q2 		$586K Sell
12,952
-660
-5% -$31.2K 0.02% 588
2024
Q1 		$657K Sell
13,612
-46
-0.3% -$2.07K 0.03% 547
2023
Q4 		$585K Sell
13,658
-90
-0.7% -$3.64K 0.03% 542
2023
Q3 		$543K Sell
13,748
-1,190
-8% -$48K 0.03% 528
2023
Q2 		$611K Sell
14,938
-422
-3% -$17.3K 0.03% 482
2023
Q1 		$631K Sell
15,360
-984
-6% -$38.6K 0.04% 438
2022
Q4 		$572K Sell
16,344
-140
-0.8% -$4.86K 0.04% 447
2022
Q3 		$513K Sell
16,484
-1,444
-8% -$48.7K 0.04% 450
2022
Q2 		$588K Sell
17,928
-64
-0.4% -$2.29K 0.05% 347
2022
Q1 		$662K Sell
17,992
-1,010
-5% -$38.3K 0.05% 338
2021
Q4 		$762K Sell
19,002
-2,002
-10% -$78.9K 0.06% 319
2021
Q3 		$799K Sell
21,004
-12,270
-37% -$481K 0.07% 297
2021
Q2 		$1.27M Sell
33,274
-2,720
-8% -$103K 0.08% 269
2021
Q1 		$1.31M Sell
35,994
-5,226
-13% -$180K 0.09% 220
2020
Q4 		$1.37M Sell
41,220
-6,980
-14% -$224K 0.11% 192
2020
Q3 		$1.49M Buy
48,200
+2,330
+5% +$72.6K 0.15% 143
2020
Q2 		$1.39M Sell
45,870
-12,600
-22% -$358K 0.19% 123
2020
Q1 		$1.5M Sell
58,470
-980
-2% -$31.3K 0.22% 114
2019
Q4 		$2.1M Buy
59,450
+654
+1% +$22.5K 0.25% 92
2019
Q3 		$1.98M Sell
58,796
-1,888
-3% -$62.1K 0.27% 88
2019
Q2 		$2.01M Sell
60,684
-476
-0.8% -$15.6K 0.29% 83
2019
Q1 		$1.95M Sell
61,160
-1,520
-2% -$46.6K 0.33% 76
2018
Q4 		$1.77M Buy
62,680
+13,176
+27% +$390K 0.34% 75
2018
Q3 		$1.56M Buy
49,504
+5,328
+12% +$171K 0.34% 75
2018
Q2 		$1.4M Buy
44,176
+2,380
+6% +$77.6K 0.36% 71
2018
Q1 		$1.29M Buy
41,796
+8,304
+25% +$265K 0.35% 62
2017
Q4 		$1.1M Buy
33,492
+1,936
+6% +$62.9K 0.29% 91
2017
Q3 		$1.02M Buy
31,556
+31,200
+8,764% +$978K 0.44% 57
2017
Q2 		$60 Hold
356
– – 0.03% 468
2017
Q1 		$5K Sell
356
-2,498
-88% -$74.3K ﹤0.01% 952
2016
Q4 		$83K Buy
+2,854
New +$78.1K 0.06% 297

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IHT Wealth Management's HEDJ Position: Q1 2026 in Review

IHT Wealth Management reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 4.5% in Q1 2026, selling an estimated $24.8K and leaving 9,724 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #821.

IHT Wealth Management first reported a position in HEDJ in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.1M in Q4 2019. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

  • IHT Wealth Management held 9,724 shares of WisdomTree Europe Hedged Equity Fund worth $509K as of Q1 2026.
  • IHT Wealth Management sold 460 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $24.8K.
  • WisdomTree Europe Hedged Equity Fund made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #821 holding.
  • IHT Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $2.1M in Q4 2019.
  • 220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.