MCCA
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Mill Creek Capital Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Mill Creek Capital 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
2025
Q2 		– Sell
-6,706
Closed -$318K – 267
2025
Q1 		$318K Hold
6,706
– – 0.01% 205
2024
Q4 		$293K Sell
6,706
-1,474
-18% -$64.7K 0.01% 215
2024
Q3 		$367K Hold
8,180
– – 0.01% 189
2024
Q2 		$370K Sell
8,180
-6
-0.1% -$283 0.01% 189
2024
Q1 		$395K Hold
8,186
– – 0.01% 171
2023
Q4 		$351K Hold
8,186
– – 0.01% 176
2023
Q3 		$323K Hold
8,186
– – 0.01% 168
2023
Q2 		$335K Hold
8,186
– – 0.01% 175
2023
Q1 		$336K Hold
8,186
– – 0.01% 178
2022
Q4 		$286K Buy
+8,186
New +$284K 0.01% 181

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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return