MAI Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

MAI Capital Management’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	$242K	Sell	4,624 -234	-5%	-$12.6K	﹤0.01%	1370
2025 Q4	$258K	Buy	4,858 +234	+5%	+$12.1K	﹤0.01%	1209
2025 Q3	$233K	Hold	4,624	–	–	﹤0.01%	1217
2025 Q2	$223K	Hold	4,624	–	–	﹤0.01%	1132
2025 Q1	$220K	Hold	4,624	–	–	﹤0.01%	1082
2024 Q4	$202K	Buy	+4,624	New	+$203K	﹤0.01%	1145

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MAI Capital Management's HEDJ Position: Q1 2026 in Review

MAI Capital Management reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 4.8% in Q1 2026, selling an estimated $12.6K and leaving 4,624 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

MAI Capital Management first reported a position in HEDJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $258K in Q4 2025. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

MAI Capital Management held 4,624 shares of WisdomTree Europe Hedged Equity Fund worth $242K as of Q1 2026.
MAI Capital Management sold 234 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $12.6K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1370 holding.
MAI Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and has held it in 6 quarters since.
MAI Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $258K in Q4 2025.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.