One Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

One Capital Management’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 Q2	–	Sell	-9,464	Closed	-$449K	–	486
2025 Q1	$449K	Buy	+9,464	New	+$451K	0.02%	307
2016 Q2	–	Sell	-55,654	Closed	-$1.45M	–	126
2016 Q1	$1.45M	Buy	55,654 +2,310	+4%	+$58.5K	0.06%	67
2015 Q4	$1.44M	Sell	53,344 -1,342	-2%	-$39.6K	0.49%	66
2015 Q3	$1.49M	Buy	54,686 +4,294	+9%	+$129K	0.54%	62
2015 Q2	$1.55M	Buy	50,392 +4,858	+11%	+$159K	0.44%	71
2015 Q1	$1.51M	Buy	+45,534	New	+$1.41M	0.45%	69

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

One Capital Management's HEDJ Position: Q2 2025 in Review

One Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2025, closing a stake of 9,464 shares — an estimated $449K sold.

One Capital Management first reported a position in HEDJ in Q1 2015 and held it in 6 quarters. The position peaked at $1.55M in Q2 2015. 213 funds tracked by Wall St. Rank hold HEDJ as of Q2 2025.

One Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
One Capital Management sold 9,464 WisdomTree Europe Hedged Equity Fund shares in Q2 2025, an estimated $449K.
One Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 6 quarters.
One Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $1.55M in Q2 2015.
213 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2025.

Based on One Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.