Private Trust Company’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Private Trust Company’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	$84.4K	Buy	+1,480	New	+$82.3K	0.01%	1138
2025 Q2	–	Sell	-701	Closed	-$33.3K	–	2513
2025 Q1	$33.3K	Sell	701 -250	-26%	-$11.9K	﹤0.01%	1351
2024 Q4	$41.6K	Hold	951	–	–	﹤0.01%	1236
2024 Q3	$42.7K	Hold	951	–	–	﹤0.01%	1200
2024 Q2	$43K	Hold	951	–	–	﹤0.01%	1170
2024 Q1	$45.9K	Sell	951 -100	-10%	-$4.5K	0.01%	1133
2023 Q4	$45K	Sell	1,051 -1	-0.1%	-$40	0.01%	1099
2023 Q3	$41.6K	Sell	1,052 -6	-0.6%	-$242	0.01%	1087
2023 Q2	$43.3K	Buy	+1,058	New	+$43.4K	0.01%	1085

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

Private Trust Company's HEDJ Position: Q2 2026 in Review

Private Trust Company opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2026: 1,480 shares worth $84.4K. The stake represents 0.01% of the portfolio and ranks #1138 among its holdings. This is a return to the name: Private Trust Company previously reported a position in HEDJ as recently as Q1 2025.

Private Trust Company first reported a position in HEDJ in Q2 2023 and has held it in 9 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Private Trust Company held 1,480 shares of WisdomTree Europe Hedged Equity Fund worth $84.4K as of Q2 2026.
WisdomTree Europe Hedged Equity Fund was a new Private Trust Company position in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1138 holding.
Private Trust Company first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2023 and has held it in 9 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.