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 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 $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Retirement Financial Solutions's HEDJ Position: Q1 2026 in Review

Retirement Financial Solutions held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q1 2026 at 4,363 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #48.

Retirement Financial Solutions first reported a position in HEDJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.1M in Q3 2025. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

Retirement Financial Solutions held 4,363 shares of WisdomTree Europe Hedged Equity Fund worth $228K as of Q1 2026.
Retirement Financial Solutions left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q1 2026.
WisdomTree Europe Hedged Equity Fund made up 0.07% of Retirement Financial Solutions's portfolio in Q1 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 14 quarters since.
Retirement Financial Solutions's WisdomTree Europe Hedged Equity Fund position peaked at $11.1M in Q3 2025.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.