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

Robertson Stephens Wealth Management’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	$1.53M	Hold	26,797	–	–	0.04%	249
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	0.02%	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

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

Robertson Stephens Wealth Management's HEDJ Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 26,797 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #249.

Robertson Stephens Wealth Management first reported a position in HEDJ in Q3 2020 and has held it in 18 quarters since. The position peaked at $4.77M in Q3 2020. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Robertson Stephens Wealth Management held 26,797 shares of WisdomTree Europe Hedged Equity Fund worth $1.53M as of Q2 2026.
Robertson Stephens Wealth Management left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #249 holding.
Robertson Stephens Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2020 and has held it in 18 quarters since.
Robertson Stephens Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $4.77M in Q3 2020.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.