Lido Advisors
HEDJ icon

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

Lido 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 		$782K Hold
14,944
– – ﹤0.01% 1078
2025
Q4 		$754K Buy
14,944
+269
+2% +$13.9K ﹤0.01% 1127
2025
Q3 		$740K Sell
14,675
-138
-0.9% -$6.81K ﹤0.01% 1077
2025
Q2 		$713K Sell
14,813
-53
-0.4% -$2.53K ﹤0.01% 978
2025
Q1 		$706K Buy
14,866
+266
+2% +$12.7K ﹤0.01% 908
2024
Q4 		$639K Sell
14,600
-377
-3% -$16.6K ﹤0.01% 928
2024
Q3 		$672K Buy
14,977
+379
+3% +$16.7K 0.01% 851
2024
Q2 		$660K Buy
14,598
+1
+0% +$47 0.01% 831
2024
Q1 		$705K Hold
14,597
– – 0.01% 773
2023
Q4 		$625K Hold
14,597
– – 0.01% 777
2023
Q3 		$577K Buy
14,597
+4,637
+47% +$187K 0.01% 705
2023
Q2 		$408K Buy
+9,960
New +$409K ﹤0.01% 797

Other funds holding HEDJ

Goldman Sachs
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