RFG Advisory’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

RFG Advisory’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
2025 Q4	–	Sell	-11,150	Closed	-$562K	–	1011
2025 Q3	$562K	Sell	11,150 -166	-1%	-$8.19K	0.01%	634
2025 Q2	$545K	Buy	+11,316	New	+$541K	0.01%	591
2016 Q2	–	Sell	-14,636	Closed	-$381K	–	88
2016 Q1	$381K	Sell	14,636 -59,162	-80%	-$1.5M	0.3%	62
2015 Q4	$1.99M	Buy	+73,798	New	+$2.18M	1.46%	10
2015 Q3	–	Sell	-8,016	Closed	-$247K	–	90
2015 Q2	$247K	Sell	8,016 -33,698	-81%	-$1.1M	0.11%	132
2015 Q1	$1.33M	Buy	+41,714	New	+$1.29M	1.01%	11

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

RFG Advisory's HEDJ Position: Q4 2025 in Review

RFG Advisory sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2025, closing a stake of 11,150 shares — an estimated $562K sold.

RFG Advisory first reported a position in HEDJ in Q1 2015 and held it in 6 quarters. The position peaked at $1.99M in Q4 2015. 223 funds tracked by Wall St. Rank hold HEDJ as of Q4 2025.

RFG Advisory reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
RFG Advisory sold 11,150 WisdomTree Europe Hedged Equity Fund shares in Q4 2025, an estimated $562K.
RFG Advisory first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 6 quarters.
RFG Advisory's WisdomTree Europe Hedged Equity Fund position peaked at $1.99M in Q4 2015.
223 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2025.

Based on RFG Advisory's 13F filing for Q4 2025, filed 3 Feb 2026.