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 Q2	$848K	Sell	14,875 -69	-0.5%	-$3.84K	﹤0.01%	1177
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 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

Lido Advisors's HEDJ Position: Q2 2026 in Review

Lido Advisors reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.46% in Q2 2026, selling an estimated $3.84K and leaving 14,875 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Lido Advisors first reported a position in HEDJ in Q2 2023 and has held it in 13 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Lido Advisors held 14,875 shares of WisdomTree Europe Hedged Equity Fund worth $848K as of Q2 2026.
Lido Advisors sold 69 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $3.84K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1177 holding.
Lido Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2023 and has held it in 13 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.