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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
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return