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Independent Advisor Alliance’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Independent Advisor Alliance’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 		– Sell
-11,687
Closed -$611K – 1297
2026
Q1 		$611K Buy
+11,687
New +$631K 0.01% 1034
2025
Q1 		– Sell
-12,302
Closed -$538K – 1044
2024
Q4 		$538K Buy
+12,302
New +$540K 0.01% 942

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Independent Advisor Alliance's HEDJ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2026, closing a stake of 11,687 shares — an estimated $611K sold.

Independent Advisor Alliance first reported a position in HEDJ in Q4 2024 and held it in 2 quarters. The position peaked at $611K in Q1 2026. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,687 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $611K.
  • Independent Advisor Alliance first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's WisdomTree Europe Hedged Equity Fund position peaked at $611K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.