Mather Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Mather Group’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 Q3	$5.75K	Buy	+104	New	+$5.91K	﹤0.01%	1786
2020 Q1	–	Sell	-6,000	Closed	-$212K	–	157
2019 Q4	$212K	Buy	+6,000	New	+$207K	0.01%	161
2016 Q2	–	Sell	-530,714	Closed	-$13.8M	–	30
2016 Q1	$13.8M	Sell	530,714 -419,892	-44%	-$10.6M	2.93%	11
2015 Q4	$25.6M	Sell	950,606 -14,438	-1%	-$426K	5.93%	6
2015 Q3	$26.4M	Sell	965,044 -123,422	-11%	-$3.71M	6.95%	5
2015 Q2	$36M	Hold	1,088,466	–	–	9.48%	4
2015 Q1	$36M	Buy	1,088,466 +691,736	+174%	+$21.4M	9.48%	4
2014 Q4	$11M	Buy	396,730 +67,808	+21%	+$1.92M	3.18%	15
2014 Q3	$9.5M	Buy	+328,922	New	+$9.46M	2.92%	15

Other funds holding HEDJ

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

Cathy Pareto & Associates Coral Gables, Florida $175M AUM 17.3% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Mather Group's HEDJ Position: Q3 2026 in Review

Mather Group opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2026: 104 shares worth $5.75K. The stake represents ﹤0.01% of the portfolio and ranks #1786 among its holdings. This is a return to the name: Mather Group previously reported a position in HEDJ as recently as Q4 2019.

Mather Group first reported a position in HEDJ in Q3 2014 and has held it in 9 quarters since. The position peaked at $36M in Q2 2015. 48 funds tracked by Wall St. Rank hold HEDJ as of Q3 2026.

Mather Group held 104 shares of WisdomTree Europe Hedged Equity Fund worth $5.75K as of Q3 2026.
WisdomTree Europe Hedged Equity Fund was a new Mather Group position in Q3 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1786 holding.
Mather Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and has held it in 9 quarters since.
Mather Group's WisdomTree Europe Hedged Equity Fund position peaked at $36M in Q2 2015.
48 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.