Lloyd Advisory Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Lloyd Advisory Services’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	–	Sell	-74	Closed	-$3.87K	–	787
2026 Q1	$3.87K	Buy	+74	New	+$4K	﹤0.01%	598
2020 Q2	–	Sell	-7,154	Closed	-$183K	–	322
2020 Q1	$183K	Buy	7,154 +68	+1%	+$2.17K	0.14%	53
2019 Q4	$250K	Buy	+7,086	New	+$244K	0.23%	60

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

Lloyd Advisory Services's HEDJ Position: Q2 2026 in Review

Lloyd Advisory Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2026, closing a stake of 74 shares — an estimated $3.87K sold.

Lloyd Advisory Services first reported a position in HEDJ in Q4 2019 and held it in 3 quarters. The position peaked at $250K in Q4 2019. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Lloyd Advisory Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 74 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $3.87K.
Lloyd Advisory Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 3 quarters.
Lloyd Advisory Services's WisdomTree Europe Hedged Equity Fund position peaked at $250K in Q4 2019.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.