Osaic Holdings
HEDJ icon

Osaic Holdings’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Osaic Holdings’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 		$3.6M Buy
63,175
+6,703
+12% +$373K ﹤0.01% 1797
2026
Q1 		$2.95M Sell
56,472
-183
-0.3% -$9.88K ﹤0.01% 1764
2025
Q4 		$3.01M Buy
56,655
+1,773
+3% +$91.9K ﹤0.01% 1765
2025
Q3 		$2.74M Buy
54,882
+12,741
+30% +$629K ﹤0.01% 1915
2025
Q2 		$2.03M Sell
42,141
-2,030
-5% -$97K ﹤0.01% 1890
2025
Q1 		$2.1M Buy
44,171
+6,456
+17% +$308K ﹤0.01% 1636
2024
Q4 		$1.65M Sell
37,715
-1,136
-3% -$49.9K ﹤0.01% 1807
2024
Q3 		$1.74M Buy
38,851
+910
+2% +$40.2K ﹤0.01% 1814
2024
Q2 		$1.72M Buy
37,941
+1,251
+3% +$59K ﹤0.01% 1749
2024
Q1 		$1.77M Sell
36,690
-9,425
-20% -$424K ﹤0.01% 1793
2023
Q4 		$1.98M Sell
46,115
-20,744
-31% -$839K ﹤0.01% 1871
2023
Q3 		$2.64M Buy
66,859
+24,465
+58% +$987K ﹤0.01% 1754
2023
Q2 		$1.74M Buy
42,394
+7,044
+20% +$289K ﹤0.01% 2003
2023
Q1 		$1.45M Buy
35,350
+1,984
+6% +$77.8K ﹤0.01% 2115
2022
Q4 		$1.17M Sell
33,366
-11,860
-26% -$412K ﹤0.01% 2234
2022
Q3 		$1.41M Sell
45,226
-1,912
-4% -$64.5K ﹤0.01% 1904
2022
Q2 		$1.54M Sell
47,138
-46,178
-49% -$1.66M ﹤0.01% 1862
2022
Q1 		$2.5M Sell
93,316
-31,822
-25% -$1.21M ﹤0.01% 1744
2021
Q4 		$5.05M Buy
125,138
+66,964
+115% +$2.64M 0.01% 1096
2021
Q3 		$2.21M Buy
58,174
+6,678
+13% +$262K ﹤0.01% 1615
2021
Q2 		$1.96M Sell
51,496
-2,562
-5% -$96.6K ﹤0.01% 1744
2021
Q1 		$1.97M Buy
54,058
+4,900
+10% +$169K ﹤0.01% 1638
2020
Q4 		$1.63M Sell
49,158
-3,438
-7% -$110K ﹤0.01% 1614
2020
Q3 		$1.62M Sell
52,596
-2,258
-4% -$70.3K ﹤0.01% 1452
2020
Q2 		$1.67M Sell
54,854
-74,732
-58% -$2.13M 0.01% 1373
2020
Q1 		$3.33M Buy
+129,586
New +$4.13M 0.01% 782

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Osaic Holdings's HEDJ Position: Q2 2026 in Review

Osaic Holdings increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 12% in Q2 2026, buying an estimated $373K and bringing the position to 63,175 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Osaic Holdings first reported a position in HEDJ in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.05M in Q4 2021. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

  • Osaic Holdings held 63,175 shares of WisdomTree Europe Hedged Equity Fund worth $3.6M as of Q2 2026.
  • Osaic Holdings bought 6,703 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $373K.
  • WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1797 holding.
  • Osaic Holdings first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's WisdomTree Europe Hedged Equity Fund position peaked at $5.05M in Q4 2021.
  • 226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.