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

Madison Investment 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
2024 Q4	$2.76M	Buy	+63,216	New	+$2.78M	0.03%	218

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Madison Investment Advisors's HEDJ Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2024: 63,216 shares worth $2.76M. The stake represents 0.03% of the portfolio and ranks #218 among its holdings.

200 funds tracked by Wall St. Rank hold HEDJ as of Q4 2024.

Madison Investment Advisors held 63,216 shares of WisdomTree Europe Hedged Equity Fund worth $2.76M as of Q4 2024.
WisdomTree Europe Hedged Equity Fund was a new Madison Investment Advisors position in Q4 2024.
WisdomTree Europe Hedged Equity Fund made up 0.03% of Madison Investment Advisors's portfolio in Q4 2024, its #218 holding.
200 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.