J. Safra Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

J. Safra 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 Q1	–	Sell	-29,140	Closed	-$1.55M	–	639
2025 Q4	$1.55M	Buy	+29,140	New	+$1.51M	0.08%	70
2021 Q4	–	Sell	-337,336	Closed	-$12.8M	–	25
2021 Q3	$12.8M	Buy	337,336 +205,452	+156%	+$8.06M	3.11%	5
2021 Q2	$4.37M	Sell	131,884 -127,998	-49%	-$4.83M	2.11%	5
2021 Q1	$9.46M	Buy	259,882 +144,006	+124%	+$4.96M	4.42%	4
2020 Q4	$3.84M	Buy	+115,876	New	+$3.72M	1.99%	6
2020 Q1	–	Sell	-35,626	Closed	-$1.25M	–	18
2019 Q4	$1.25M	Buy	+35,626	New	+$1.23M	1.29%	9
2016 Q4	$1.87M	Buy	65,012 +17,796	+38%	+$487K	3.54%	6
2016 Q3	$1.27M	Buy	47,216 +39,230	+491%	+$1.04M	2.22%	9
2016 Q2	$202K	Buy	+7,986	New	+$207K	0.33%	31

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

J. Safra Asset Management's HEDJ Position: Q1 2026 in Review

J. Safra Asset Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2026, closing a stake of 29,140 shares — an estimated $1.55M sold.

J. Safra Asset Management first reported a position in HEDJ in Q2 2016 and held it in 9 quarters. The position peaked at $12.8M in Q3 2021. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

J. Safra Asset Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2026 after selling out during the quarter.
J. Safra Asset Management sold 29,140 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $1.55M.
J. Safra Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2016 and held it in 9 quarters.
J. Safra Asset Management's WisdomTree Europe Hedged Equity Fund position peaked at $12.8M in Q3 2021.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.