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Patten & Patten’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Patten & Patten’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 		$15M Sell
262,566
-626
-0.2% -$34.8K 0.79% 32
2026
Q1 		$13.8M Buy
263,192
+580
+0.2% +$31.3K 0.83% 31
2025
Q4 		$13.9M Sell
262,612
-5,483
-2% -$284K 0.82% 34
2025
Q3 		$13.5M Buy
268,095
+16,888
+7% +$834K 0.79% 32
2025
Q2 		$12.1M Buy
251,207
+226,860
+932% +$10.8M 0.78% 34
2025
Q1 		$1.16M Buy
+24,347
New +$1.16M 0.08% 158
2017
Q3 		– Sell
-17,390
Closed -$542K – 256
2017
Q2 		$542K Buy
17,390
+2,410
+16% +$78.1K 0.06% 173
2017
Q1 		$470K Sell
14,980
-600
-4% -$17.9K 0.05% 178
2016
Q4 		$447K Sell
15,580
-46,000
-75% -$1.26M 0.06% 163
2016
Q3 		$1.66M Sell
61,580
-10,050
-14% -$266K 0.21% 91
2016
Q2 		$1.81M Sell
71,630
-8,740
-11% -$227K 0.25% 84
2016
Q1 		$2.09M Buy
80,370
+4,880
+6% +$124K 0.3% 78
2015
Q4 		$2.03M Sell
75,490
-1,014
-1% -$29.9K 0.28% 81
2015
Q3 		$2.09M Sell
76,504
-158,848
-67% -$4.78M 0.32% 78
2015
Q2 		$7.25M Buy
235,352
+29,252
+14% +$955K 1.05% 34
2015
Q1 		$6.82M Buy
206,100
+1,770
+0.9% +$54.9K 0.98% 39
2014
Q4 		$5.68M Buy
204,330
+8,424
+4% +$238K 0.86% 46
2014
Q3 		$5.66M Buy
195,906
+25,700
+15% +$739K 0.9% 43
2014
Q2 		$4.97M Buy
170,206
+14,534
+9% +$423K 0.81% 51
2014
Q1 		$4.4M Buy
155,672
+65,152
+72% +$1.8M 0.6% 59
2013
Q4 		$2.54M Buy
90,520
+54,510
+151% +$1.48M 0.35% 73
2013
Q3 		$957K Buy
+36,010
New +$926K 0.15% 120

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

Patten & Patten's HEDJ Position: Q2 2026 in Review

Patten & Patten reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.24% in Q2 2026, selling an estimated $34.8K and leaving 262,566 shares worth $15M. The position accounts for 0.79% of the portfolio, ranked #32.

Patten & Patten first reported a position in HEDJ in Q3 2013 and has held it in 22 quarters since. 227 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

  • Patten & Patten held 262,566 shares of WisdomTree Europe Hedged Equity Fund worth $15M as of Q2 2026.
  • Patten & Patten sold 626 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $34.8K.
  • WisdomTree Europe Hedged Equity Fund made up 0.79% of Patten & Patten's portfolio in Q2 2026, its #32 holding.
  • Patten & Patten first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2013 and has held it in 22 quarters since.
  • 227 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.