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

Institute for 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	$39.9K	Buy	+700	New	+$38.9K	﹤0.01%	933
2020 Q1	–	Sell	-3,300	Closed	-$116K	–	498
2019 Q4	$116K	Buy	+3,300	New	+$114K	0.03%	462
2015 Q4	$2.44M	Sell	90,836 -12,388	-12%	-$366K	3.65%	7
2015 Q3	$2.82M	Sell	103,224 -7,852	-7%	-$236K	5.36%	7
2015 Q2	$3.42M	Buy	111,076 +5,768	+5%	+$188K	4.42%	6
2015 Q1	$3.48M	Sell	105,308 -11,884	-10%	-$368K	3.83%	5
2014 Q4	$3.26M	Buy	+117,192	New	+$3.32M	3.43%	8

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

Institute for Wealth Management's HEDJ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2026: 700 shares worth $39.9K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in HEDJ as recently as Q4 2019.

Institute for Wealth Management first reported a position in HEDJ in Q4 2014 and has held it in 7 quarters since. The position peaked at $3.48M in Q1 2015. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Institute for Wealth Management held 700 shares of WisdomTree Europe Hedged Equity Fund worth $39.9K as of Q2 2026.
WisdomTree Europe Hedged Equity Fund was a new Institute for Wealth Management position in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #933 holding.
Institute for Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 7 quarters since.
Institute for Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $3.48M in Q1 2015.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.