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

Pathstone 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	$8.85M	Buy	155,318 +2,069	+1%	+$115K	0.03%	450
2026 Q1	$8.01M	Hold	153,249	–	–	0.03%	415
2025 Q4	$8.13M	Sell	153,249 -1,203	-0.8%	-$62.4K	0.03%	399
2025 Q3	$7.78M	Hold	154,452	–	–	0.03%	423
2025 Q2	$7.43M	Sell	154,452 -7,258	-4%	-$347K	0.03%	414
2025 Q1	$7.68M	Hold	161,710	–	–	0.03%	420
2024 Q4	$7.07M	Buy	+161,710	New	+$7.1M	0.03%	428

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

Pathstone Holdings's HEDJ Position: Q2 2026 in Review

Pathstone Holdings increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 1.4% in Q2 2026, buying an estimated $115K and bringing the position to 155,318 shares worth $8.85M. The position accounts for 0.03% of the portfolio, ranked #450.

Pathstone Holdings first reported a position in HEDJ in Q4 2024 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Pathstone Holdings held 155,318 shares of WisdomTree Europe Hedged Equity Fund worth $8.85M as of Q2 2026.
Pathstone Holdings bought 2,069 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $115K.
WisdomTree Europe Hedged Equity Fund made up 0.03% of Pathstone Holdings's portfolio in Q2 2026, its #450 holding.
Pathstone Holdings first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
227 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

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