Investment Partners Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Investment Partners Asset 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	$416K	Hold	7,306	–	–	0.23%	116
2026 Q1	$382K	Sell	7,306 -100	-1%	-$5.4K	0.24%	113
2025 Q4	$393K	Hold	7,406	–	–	0.24%	111
2025 Q3	$373K	Hold	7,406	–	–	0.25%	115
2025 Q2	$356K	Hold	7,406	–	–	0.25%	116
2025 Q1	$352K	Hold	7,406	–	–	0.28%	109
2024 Q4	$324K	Hold	7,406	–	–	0.25%	110
2024 Q3	$333K	Hold	7,406	–	–	0.27%	104
2024 Q2	$335K	Hold	7,406	–	–	0.3%	99
2024 Q1	$358K	Sell	7,406 -1,000	-12%	-$45K	0.32%	92
2023 Q4	$360K	Buy	+8,406	New	+$340K	0.36%	85

Other funds holding HEDJ

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

CPA

Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Investment Partners Asset Management's HEDJ Position: Q2 2026 in Review

Investment Partners Asset Management held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 7,306 shares worth $416K. The position accounts for 0.23% of the portfolio, ranked #116.

Investment Partners Asset Management first reported a position in HEDJ in Q4 2023 and has held it in 11 quarters since. 75 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Investment Partners Asset Management held 7,306 shares of WisdomTree Europe Hedged Equity Fund worth $416K as of Q2 2026.
Investment Partners Asset Management left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up 0.23% of Investment Partners Asset Management's portfolio in Q2 2026, its #116 holding.
Investment Partners Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2023 and has held it in 11 quarters since.
75 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.