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 Q2	$4.74M	Buy	84,497 +3,510	+4%	+$195K	﹤0.01%	1215
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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Jones Financial Companies's HEDJ Position: Q2 2026 in Review

Jones Financial Companies increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 4.3% in Q2 2026, buying an estimated $195K and bringing the position to 84,497 shares worth $4.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Jones Financial Companies first reported a position in HEDJ in Q2 2024 and has held it in 9 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Jones Financial Companies held 84,497 shares of WisdomTree Europe Hedged Equity Fund worth $4.74M as of Q2 2026.
Jones Financial Companies bought 3,510 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $195K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1215 holding.
Jones Financial Companies first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2024 and has held it in 9 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.