MOTCO’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

MOTCO’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 Q1	–	Sell	-6,372	Closed	-$279K	–	609
2024 Q4	$279K	Hold	6,372	–	–	0.03%	164
2024 Q3	$286K	Hold	6,372	–	–	0.03%	179
2024 Q2	$288K	Buy	+6,372	New	+$301K	0.02%	234

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

MOTCO's HEDJ Position: Q1 2025 in Review

MOTCO sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2025, closing a stake of 6,372 shares — an estimated $279K sold.

MOTCO first reported a position in HEDJ in Q2 2024 and held it in 3 quarters. The position peaked at $288K in Q2 2024. 215 funds tracked by Wall St. Rank hold HEDJ as of Q1 2025.

MOTCO reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
MOTCO sold 6,372 WisdomTree Europe Hedged Equity Fund shares in Q1 2025, an estimated $279K.
MOTCO first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2024 and held it in 3 quarters.
MOTCO's WisdomTree Europe Hedged Equity Fund position peaked at $288K in Q2 2024.
215 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2025.

Based on MOTCO's 13F filing for Q1 2025, filed 7 May 2025.