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 Q2	$235K	Sell	4,124 -500	-11%	-$27.8K	﹤0.01%	1728
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 $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

MAI Capital Management's HEDJ Position: Q2 2026 in Review

MAI Capital Management reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 11% in Q2 2026, selling an estimated $27.8K and leaving 4,124 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

MAI Capital Management first reported a position in HEDJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q4 2025. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

MAI Capital Management held 4,124 shares of WisdomTree Europe Hedged Equity Fund worth $235K as of Q2 2026.
MAI Capital Management sold 500 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $27.8K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1728 holding.
MAI Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $258K in Q4 2025.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.