Next Level Private’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Next Level Private’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	$417K	Buy	7,320 +59	+0.8%	+$3.28K	0.08%	127
2026 Q1	$380K	Hold	7,261	–	–	0.09%	131
2025 Q4	$385K	Hold	7,261	–	–	0.1%	117
2025 Q3	$371K	Buy	7,261 +1	+0%	+$49	0.11%	114
2025 Q2	$349K	Buy	7,260 +58	+0.8%	+$2.77K	0.11%	111
2025 Q1	$342K	Buy	7,202 +1	+0%	+$48	0.13%	109
2024 Q4	$315K	Buy	7,201 +8	+0.1%	+$351	0.13%	106
2024 Q3	$323K	Buy	7,193 +1	+0%	+$44	0.13%	104
2024 Q2	$325K	Hold	7,192	–	–	0.15%	98
2024 Q1	$347K	Hold	7,192	–	–	0.16%	95
2023 Q4	$308K	Hold	7,192	–	–	0.17%	81
2023 Q3	$281K	Hold	7,192	–	–	0.19%	80
2023 Q2	$287K	Buy	+7,192	New	+$295K	0.19%	82
2023 Q1	–	Sell	-7,192	Closed	-$269K	–	83
2022 Q4	$269K	Hold	7,192	–	–	0.2%	84
2022 Q3	$235K	Buy	+7,192	New	+$242K	0.21%	74
2022 Q2	–	Sell	-7,192	Closed	-$265K	–	156
2022 Q1	$265K	Sell	7,192 -534	-7%	-$20.2K	0.21%	75
2021 Q4	$310K	Buy	+7,726	New	+$304K	0.26%	66

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

Next Level Private's HEDJ Position: Q2 2026 in Review

Next Level Private increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.81% in Q2 2026, buying an estimated $3.28K and bringing the position to 7,320 shares worth $417K. The position accounts for 0.08% of the portfolio, ranked #127.

Next Level Private first reported a position in HEDJ in Q4 2021 and has held it in 17 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Next Level Private held 7,320 shares of WisdomTree Europe Hedged Equity Fund worth $417K as of Q2 2026.
Next Level Private bought 59 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $3.28K.
WisdomTree Europe Hedged Equity Fund made up 0.08% of Next Level Private's portfolio in Q2 2026, its #127 holding.
Next Level Private first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2021 and has held it in 17 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.