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IPG Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

IPG Investment Advisors’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 		$204K Hold
3,900
– – 0.04% 220
2025
Q4 		$207K Buy
+3,900
New +$202K 0.04% 208
2024
Q1 		– Sell
-8,700
Closed -$373K – 187
2023
Q4 		$373K Hold
8,700
– – 0.07% 127
2023
Q3 		$344K Buy
+8,700
New +$351K 0.08% 122
2019
Q1 		– Sell
-11,380
Closed -$321K – 162
2018
Q4 		$321K Sell
11,380
-12,234
-52% -$363K 0.12% 98
2018
Q3 		$746K Sell
23,614
-1,036
-4% -$33.2K 0.24% 58
2018
Q2 		$778K Buy
24,650
+1,790
+8% +$58.4K 0.27% 57
2018
Q1 		$717K Buy
22,860
+5,680
+33% +$181K 0.23% 62
2017
Q4 		$547K Sell
17,180
-2,580
-13% -$83.8K 0.23% 63
2017
Q3 		$639K Buy
19,760
+2,130
+12% +$66.8K 0.22% 61
2017
Q2 		$549K Sell
17,630
-3,246
-16% -$105K 0.22% 62
2017
Q1 		$656K Sell
20,876
-44,220
-68% -$1.32M 0.3% 51
2016
Q4 		$1.87M Sell
65,096
-414
-0.6% -$11.3K 0.76% 30
2016
Q3 		$1.76M Sell
65,510
-18,830
-22% -$498K 0.74% 29
2016
Q2 		$2.13M Sell
84,340
-906
-1% -$23.5K 0.88% 28
2016
Q1 		$2.21M Buy
85,246
+5,440
+7% +$138K 1% 26
2015
Q4 		$2.15M Sell
79,806
-13,300
-14% -$393K 0.99% 28
2015
Q3 		$2.54M Buy
93,106
+31,930
+52% +$960K 1.19% 20
2015
Q2 		$1.88M Sell
61,176
-45,060
-42% -$1.47M 0.68% 33
2015
Q1 		$3.51M Buy
106,236
+65,636
+162% +$2.03M 1.33% 18
2014
Q4 		$1.13M Buy
+40,600
New +$1.15M 0.44% 41

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

IPG Investment Advisors's HEDJ Position: Q1 2026 in Review

IPG Investment Advisors held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q1 2026 at 3,900 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #220.

IPG Investment Advisors first reported a position in HEDJ in Q4 2014 and has held it in 21 quarters since. The position peaked at $3.51M in Q1 2015. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

  • IPG Investment Advisors held 3,900 shares of WisdomTree Europe Hedged Equity Fund worth $204K as of Q1 2026.
  • IPG Investment Advisors left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q1 2026.
  • WisdomTree Europe Hedged Equity Fund made up 0.04% of IPG Investment Advisors's portfolio in Q1 2026, its #220 holding.
  • IPG Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 21 quarters since.
  • IPG Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $3.51M in Q1 2015.
  • 220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.