MMBG Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

MMBG Investment 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
2026 Q2	–	Sell	-12,990	Closed	-$679K	–	179
2026 Q1	$679K	Hold	12,990	–	–	0.06%	120
2025 Q4	$689K	Hold	12,990	–	–	0.06%	124
2025 Q3	$655K	Hold	12,990	–	–	0.06%	126
2025 Q2	$625K	Hold	12,990	–	–	0.06%	121
2025 Q1	$617K	Sell	12,990 -10,150	-44%	-$484K	0.07%	117
2024 Q4	$1.01M	Hold	23,140	–	–	0.11%	88
2024 Q3	$1.04M	Hold	23,140	–	–	0.11%	86
2024 Q2	$1.05M	Hold	23,140	–	–	0.11%	84
2024 Q1	$1.12M	Sell	23,140 -6,250	-21%	-$281K	0.12%	82
2023 Q4	$1.26M	Sell	29,390 -19,378	-40%	-$784K	0.15%	78
2023 Q3	$1.93M	Sell	48,768 -4,002	-8%	-$161K	0.24%	62
2023 Q2	$2.12M	Hold	52,770	–	–	0.26%	62
2023 Q1	$2.17M	Sell	52,770 -5,000	-9%	-$196K	0.27%	59
2022 Q4	$2.02M	Hold	57,770	–	–	0.27%	64
2022 Q3	$1.8M	Hold	57,770	–	–	0.24%	65
2022 Q2	$1.89M	Hold	57,770	–	–	0.23%	64
2022 Q1	$2.13M	Hold	57,770	–	–	0.22%	62
2021 Q4	$2.31M	Buy	+57,770	New	+$2.28M	0.22%	64

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

MMBG Investment Advisors's HEDJ Position: Q2 2026 in Review

MMBG Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2026, closing a stake of 12,990 shares — an estimated $679K sold.

MMBG Investment Advisors first reported a position in HEDJ in Q4 2021 and held it in 18 quarters. The position peaked at $2.31M in Q4 2021. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

MMBG Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2026 after selling out during the quarter.
MMBG Investment Advisors sold 12,990 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $679K.
MMBG Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2021 and held it in 18 quarters.
MMBG Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $2.31M in Q4 2021.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.