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Integrated Wealth Concepts’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Integrated Wealth Concepts’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 		$142K Buy
+2,484
New +$138K ﹤0.01% 2564
2025
Q2 		– Sell
-23,536
Closed -$1.12M – 1940
2025
Q1 		$1.12M Buy
23,536
+434
+2% +$20.7K 0.01% 782
2024
Q4 		$1.01M Buy
23,102
+593
+3% +$26K 0.01% 803
2024
Q3 		$1.01M Buy
22,509
+840
+4% +$37.1K 0.01% 795
2024
Q2 		$980K Buy
21,669
+1,474
+7% +$69.6K 0.01% 770
2024
Q1 		$975K Sell
20,195
-1,576
-7% -$70.9K 0.01% 762
2023
Q4 		$933K Buy
21,771
+913
+4% +$36.9K 0.02% 751
2023
Q3 		$824K Buy
20,858
+1,472
+8% +$59.4K 0.01% 768
2023
Q2 		$794K Buy
+19,386
New +$796K 0.01% 774
2020
Q1 		– Sell
-19,348
Closed -$683K – 442
2019
Q4 		$683K Buy
19,348
+102
+0.5% +$3.52K 0.06% 221
2019
Q3 		$648K Sell
19,246
-1,408
-7% -$46.3K 0.07% 172
2019
Q2 		$683K Sell
20,654
-72
-0.3% -$2.37K 0.09% 146
2019
Q1 		$662K Sell
20,726
-1,130
-5% -$34.6K 0.11% 136
2018
Q4 		$617K Sell
21,856
-300
-1% -$8.89K 0.17% 109
2018
Q3 		$703K Buy
22,156
+112
+0.5% +$3.59K 0.21% 92
2018
Q2 		$695K Buy
22,044
+778
+4% +$25.4K 0.24% 87
2018
Q1 		$659K Buy
21,266
+340
+2% +$10.9K 0.26% 81
2017
Q4 		$689K Buy
+20,926
New +$680K 0.29% 71

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

Integrated Wealth Concepts's HEDJ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2026: 2,484 shares worth $142K. The stake represents ﹤0.01% of the portfolio and ranks #2564 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in HEDJ as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in HEDJ in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.12M in Q1 2025. 227 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

  • Integrated Wealth Concepts held 2,484 shares of WisdomTree Europe Hedged Equity Fund worth $142K as of Q2 2026.
  • WisdomTree Europe Hedged Equity Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2564 holding.
  • Integrated Wealth Concepts first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's WisdomTree Europe Hedged Equity Fund position peaked at $1.12M in Q1 2025.
  • 227 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.