O'Shaughnessy Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

O'Shaughnessy Asset 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
2026 Q2	$186K	Buy	3,266 +700	+27%	+$38.9K	﹤0.01%	2047
2026 Q1	$134K	Hold	2,566	–	–	﹤0.01%	2075
2025 Q4	$136K	Hold	2,566	–	–	﹤0.01%	2069
2025 Q3	$129K	Hold	2,566	–	–	﹤0.01%	2047
2025 Q2	$123K	Hold	2,566	–	–	﹤0.01%	1917
2025 Q1	$122K	Hold	2,566	–	–	﹤0.01%	1864
2024 Q4	$112K	Hold	2,566	–	–	﹤0.01%	1847
2024 Q3	$115K	Hold	2,566	–	–	﹤0.01%	1781
2024 Q2	$116K	Hold	2,566	–	–	﹤0.01%	1625
2024 Q1	$124K	Hold	2,566	–	–	﹤0.01%	1568
2023 Q4	$110K	Hold	2,566	–	–	﹤0.01%	1484
2023 Q3	$101K	Sell	2,566 -296	-10%	-$11.9K	﹤0.01%	1383
2023 Q2	$117K	Hold	2,862	–	–	﹤0.01%	1270
2023 Q1	$118K	Buy	+2,862	New	+$112K	﹤0.01%	1267

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

O'Shaughnessy Asset Management's HEDJ Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 27% in Q2 2026, buying an estimated $38.9K and bringing the position to 3,266 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

O'Shaughnessy Asset Management first reported a position in HEDJ in Q1 2023 and has held it in 14 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

O'Shaughnessy Asset Management held 3,266 shares of WisdomTree Europe Hedged Equity Fund worth $186K as of Q2 2026.
O'Shaughnessy Asset Management bought 700 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $38.9K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2047 holding.
O'Shaughnessy Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2023 and has held it in 14 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.