Portland Financial Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Portland Financial Advisors’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	$634K	Sell	11,131 -299	-3%	-$16.6K	1.16%	25
2026 Q1	$598K	Hold	11,430	–	–	1.24%	24
2025 Q4	$606K	Sell	11,430 -240	-2%	-$12.4K	1.29%	24
2025 Q3	$588K	Hold	11,670	–	–	1.25%	25
2025 Q2	$562K	Sell	11,670 -127	-1%	-$6.07K	1.35%	25
2025 Q1	$560K	Buy	11,797 +150	+1%	+$7.15K	1.43%	24
2024 Q4	$509K	Buy	+11,647	New	+$511K	1.37%	24

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

Portland Financial Advisors's HEDJ Position: Q2 2026 in Review

Portland Financial Advisors reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 2.6% in Q2 2026, selling an estimated $16.6K and leaving 11,131 shares worth $634K. The position accounts for 1.16% of the portfolio, ranked #25.

Portland Financial Advisors first reported a position in HEDJ in Q4 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Portland Financial Advisors held 11,131 shares of WisdomTree Europe Hedged Equity Fund worth $634K as of Q2 2026.
Portland Financial Advisors sold 299 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $16.6K.
WisdomTree Europe Hedged Equity Fund made up 1.16% of Portland Financial Advisors's portfolio in Q2 2026, its #25 holding.
Portland Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.