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Marion Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Marion Wealth 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 		$583K Hold
10,232
– – 0.12% 97
2026
Q1 		$535K Buy
10,232
+212
+2% +$11.4K 0.12% 91
2025
Q4 		$546K Buy
+10,020
New +$520K 0.12% 90

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Marion Wealth Management's HEDJ Position: Q2 2026 in Review

Marion Wealth Management held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 10,232 shares worth $583K. The position accounts for 0.12% of the portfolio, ranked #97.

Marion Wealth Management first reported a position in HEDJ in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

  • Marion Wealth Management held 10,232 shares of WisdomTree Europe Hedged Equity Fund worth $583K as of Q2 2026.
  • Marion Wealth Management left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
  • WisdomTree Europe Hedged Equity Fund made up 0.12% of Marion Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Marion Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.