Retirement Financial Solutions’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Retirement Financial Solutions’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	$253K	Buy	4,437 +74	+2%	+$4.12K	0.06%	48
2026 Q1	$228K	Hold	4,363	–	–	0.07%	48
2025 Q4	$231K	Sell	4,363 -215,544	-98%	-$11.2M	0.07%	46
2025 Q3	$11.1M	Buy	219,907 +4,144	+2%	+$205K	3.47%	13
2025 Q2	$10.4M	Sell	215,763 -15,752	-7%	-$753K	3.66%	12
2025 Q1	$11M	Buy	231,515 +7,227	+3%	+$345K	4.28%	9
2024 Q4	$9.81M	Buy	224,288 +87,633	+64%	+$3.85M	5.29%	8
2024 Q3	$6.14M	Buy	136,655 +6,402	+5%	+$283K	2.69%	14
2024 Q2	$5.89M	Buy	130,253 +14,229	+12%	+$672K	2.77%	14
2024 Q1	$5.6M	Buy	116,024 +9,508	+9%	+$428K	2.88%	14
2023 Q4	$4.56M	Buy	106,516 +7,796	+8%	+$315K	2.59%	15
2023 Q3	$3.9M	Buy	98,720 +15,702	+19%	+$633K	2.63%	14
2023 Q2	$3.4M	Buy	83,018 +8,802	+12%	+$361K	2.33%	14
2023 Q1	$3.05M	Sell	74,216 -950	-1%	-$37.3K	2.43%	14
2022 Q4	$2.63M	Buy	+75,166	New	+$2.61M	2.23%	13

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

Retirement Financial Solutions's HEDJ Position: Q2 2026 in Review

Retirement Financial Solutions increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 1.7% in Q2 2026, buying an estimated $4.12K and bringing the position to 4,437 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #48.

Retirement Financial Solutions first reported a position in HEDJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.1M in Q3 2025. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Retirement Financial Solutions held 4,437 shares of WisdomTree Europe Hedged Equity Fund worth $253K as of Q2 2026.
Retirement Financial Solutions bought 74 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $4.12K.
WisdomTree Europe Hedged Equity Fund made up 0.06% of Retirement Financial Solutions's portfolio in Q2 2026, its #48 holding.
Retirement Financial Solutions first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2022 and has held it in 15 quarters since.
Retirement Financial Solutions's WisdomTree Europe Hedged Equity Fund position peaked at $11.1M in Q3 2025.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.