Koss-Olinger Consulting’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Koss-Olinger Consulting’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
2025 Q4	–	Sell	-4,320	Closed	-$208K	–	290
2025 Q3	$208K	Hold	4,320	–	–	0.02%	295
2025 Q2	$208K	Hold	4,320	–	–	0.02%	299
2025 Q1	$205K	Buy	+4,320	New	+$206K	0.02%	295

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Koss-Olinger Consulting's HEDJ Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2025, closing a stake of 4,320 shares — an estimated $208K sold.

Koss-Olinger Consulting first reported a position in HEDJ in Q1 2025 and held it in 3 quarters. The position peaked at $208K in Q3 2025. 223 funds tracked by Wall St. Rank hold HEDJ as of Q4 2025.

Koss-Olinger Consulting reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 4,320 WisdomTree Europe Hedged Equity Fund shares in Q4 2025, an estimated $208K.
Koss-Olinger Consulting first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2025 and held it in 3 quarters.
Koss-Olinger Consulting's WisdomTree Europe Hedged Equity Fund position peaked at $208K in Q3 2025.
223 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.