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

Mount Yale 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	$16.6M	Buy	291,745 +58,107	+25%	+$3.23M	0.31%	74
2026 Q1	$12.2M	Buy	233,638 +30,098	+15%	+$1.63M	0.28%	78
2025 Q4	$10.8M	Buy	203,540 +176,936	+665%	+$9.18M	0.52%	39
2025 Q3	$1.34M	Buy	+26,604	New	+$1.31M	0.09%	226

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

Mount Yale Investment Advisors's HEDJ Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 25% in Q2 2026, buying an estimated $3.23M and bringing the position to 291,745 shares worth $16.6M. The position accounts for 0.31% of the portfolio, ranked #74.

Mount Yale Investment Advisors first reported a position in HEDJ in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Mount Yale Investment Advisors held 291,745 shares of WisdomTree Europe Hedged Equity Fund worth $16.6M as of Q2 2026.
Mount Yale Investment Advisors bought 58,107 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $3.23M.
WisdomTree Europe Hedged Equity Fund made up 0.31% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #74 holding.
Mount Yale Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2025 and has held it in 4 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.