Lugano Financial Advisors SA (LFA)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$58.3K	Hold	1,022	–	–	0.04%	150
2026 Q1	$53.5K	Hold	1,022	–	–	0.03%	141
2025 Q4	$54.2K	Hold	1,022	–	–	0.03%	148
2025 Q3	$51.5K	Hold	1,022	–	–	0.03%	142
2025 Q2	$49.2K	Hold	1,022	–	–	0.03%	140
2025 Q1	$48.5K	Hold	1,022	–	–	0.03%	133
2024 Q4	$44.7K	Hold	1,022	–	–	0.03%	148
2024 Q3	$45.9K	Hold	1,022	–	–	0.03%	148
2024 Q2	$46.2K	Hold	1,022	–	–	0.04%	138
2024 Q1	$49.4K	Hold	1,022	–	–	0.04%	132
2023 Q4	$43.8K	Hold	1,022	–	–	0.03%	115
2023 Q3	$40.4K	Hold	1,022	–	–	0.03%	121
2023 Q2	$41.8K	Hold	1,022	–	–	0.03%	140
2023 Q1	$42K	Sell	1,022 -190	-16%	-$7.45K	0.03%	93
2022 Q4	$42.4K	Hold	1,212	–	–	0.03%	98
2022 Q3	$38K	Hold	1,212	–	–	0.03%	90
2022 Q2	$39K	Hold	1,212	–	–	0.03%	96
2022 Q1	$45K	Hold	1,212	–	–	0.03%	83
2021 Q4	$49K	Hold	1,212	–	–	0.03%	94
2021 Q3	$46K	Hold	1,212	–	–	0.03%	85
2021 Q2	$46K	Sell	1,212 -180	-13%	-$6.79K	0.03%	85
2021 Q1	$51K	Sell	1,392 -1,682	-55%	-$57.9K	0.04%	80
2020 Q4	$102K	Hold	3,074	–	–	0.08%	76
2020 Q3	$96K	Sell	3,074 -400	-12%	-$12.5K	0.09%	79
2020 Q2	$107K	Hold	3,474	–	–	0.11%	76
2020 Q1	$118K	Sell	3,474 -1,450	-29%	-$46.3K	0.11%	86
2019 Q4	$174K	Buy	+4,924	New	+$170K	0.13%	77
2019 Q2	$207K	Sell	6,242 -2,504	-29%	-$82.2K	0.13%	68
2019 Q1	$279K	Buy	8,746 +1,410	+19%	+$43.2K	0.17%	54
2018 Q4	$232K	Hold	7,336	–	–	0.16%	70
2018 Q3	$232K	Buy	7,336 +356	+5%	+$11.4K	0.16%	70
2018 Q2	$219K	Buy	+6,980	New	+$228K	0.21%	56

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

Lugano Financial Advisors SA (LFA)'s HEDJ Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 1,022 shares worth $58.3K. The position accounts for 0.04% of the portfolio, ranked #150.

Lugano Financial Advisors SA (LFA) first reported a position in HEDJ in Q2 2018 and has held it in 32 quarters since. The position peaked at $279K in Q1 2019. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,022 shares of WisdomTree Europe Hedged Equity Fund worth $58.3K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up 0.04% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #150 holding.
Lugano Financial Advisors SA (LFA) first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2018 and has held it in 32 quarters since.
Lugano Financial Advisors SA (LFA)'s WisdomTree Europe Hedged Equity Fund position peaked at $279K in Q1 2019.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.