Jones Financial Companies
HEDJ icon

Jones Financial Companies’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Jones Financial Companies’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 		$4.11M Buy
80,987
+6,031
+8% +$326K ﹤0.01% 1149
2025
Q4 		$3.98M Buy
74,956
+3,517
+5% +$182K ﹤0.01% 706
2025
Q3 		$3.56M Buy
71,439
+5,256
+8% +$259K ﹤0.01% 671
2025
Q2 		$3.19M Buy
66,183
+8,967
+16% +$429K ﹤0.01% 623
2025
Q1 		$2.74M Buy
57,216
+19,498
+52% +$930K ﹤0.01% 571
2024
Q4 		$1.65M Buy
37,718
+13,883
+58% +$610K ﹤0.01% 613
2024
Q3 		$1.08M Buy
23,835
+14,896
+167% +$658K ﹤0.01% 590
2024
Q2 		$404K Buy
+8,939
New +$422K ﹤0.01% 614

Other funds holding HEDJ

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Goldman Sachs New York $761B 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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $528B 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