NWF Advisory Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

NWF Advisory Services’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 Q1	$318K	Buy	6,088 +212	+4%	+$11.4K	0.04%	284
2025 Q4	$312K	Sell	5,876 -49	-0.8%	-$2.54K	0.03%	279
2025 Q3	$299K	Sell	5,925 -89	-1%	-$4.39K	0.03%	295
2025 Q2	$289K	Buy	+6,014	New	+$287K	0.03%	303
2024 Q4	–	Sell	-4,773	Closed	-$214K	–	341
2024 Q3	$214K	Buy	+4,773	New	+$211K	0.03%	296

Other funds holding HEDJ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NWF Advisory Services's HEDJ Position: Q1 2026 in Review

NWF Advisory Services increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 3.6% in Q1 2026, buying an estimated $11.4K and bringing the position to 6,088 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #284.

NWF Advisory Services first reported a position in HEDJ in Q3 2024 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

NWF Advisory Services held 6,088 shares of WisdomTree Europe Hedged Equity Fund worth $318K as of Q1 2026.
NWF Advisory Services bought 212 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $11.4K.
WisdomTree Europe Hedged Equity Fund made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #284 holding.
NWF Advisory Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2024 and has held it in 5 quarters since.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.