Robertson Stephens Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Hold	26,797	–	–	0.04%	252
2025 Q4	$1.42M	Buy	26,797 +12,336	+85%	+$640K	0.04%	250
2025 Q3	$729K	Buy	14,461 +37	+0.3%	+$1.83K	0.02%	291
2025 Q2	$694K	Hold	14,424	–	–	0.02%	318
2025 Q1	$685K	Sell	14,424 -56	-0.4%	-$2.67K	0.03%	317
2024 Q4	$633K	Hold	14,480	–	–	0.02%	325
2024 Q3	$650K	Hold	14,480	–	–	0.02%	353
2024 Q2	$655K	Sell	14,480 -16,960	-54%	-$801K	0.03%	289
2024 Q1	$1.52M	Hold	31,440	–	–	0.08%	181
2023 Q4	$1.35M	Hold	31,440	–	–	0.08%	190
2023 Q3	$1.24M	Hold	31,440	–	–	0.08%	186
2023 Q2	$1.29M	Hold	31,440	–	–	0.09%	169
2023 Q1	$1.29M	Buy	31,440 +56	+0.2%	+$2.2K	0.1%	171
2022 Q4	$1.1M	Buy	31,384 +17,494	+126%	+$607K	0.11%	167
2022 Q3	$431K	Buy	13,890 +7,100	+105%	+$239K	0.05%	235
2022 Q2	$222K	Buy	+6,790	New	+$244K	0.02%	341
2020 Q4	–	Sell	-154,440	Closed	-$4.77M	–	254
2020 Q3	$4.77M	Buy	+154,440	New	+$4.81M	1.17%	18