Rockefeller Capital Management
HEDJ icon

Rockefeller Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Rockefeller Capital 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 		$23.6M Buy
413,712
+8,516
+2% +$474K 0.04% 439
2026
Q1 		$21.2M Buy
405,196
+2,092
+0.5% +$113K 0.04% 428
2025
Q4 		$21.4M Sell
403,104
-4,345
-1% -$225K 0.04% 426
2025
Q3 		$20.5M Buy
407,449
+350
+0.1% +$17.3K 0.04% 410
2025
Q2 		$19.6M Buy
407,099
+2,260
+0.6% +$108K 0.04% 393
2025
Q1 		$19.2M Sell
404,839
-457
-0.1% -$21.8K 0.05% 377
2024
Q4 		$17.7M Buy
405,296
+8,751
+2% +$384K 0.05% 378
2024
Q3 		$17.8M Buy
396,545
+121,645
+44% +$5.37M 0.05% 377
2024
Q2 		$12.4M Buy
274,900
+161,567
+143% +$7.63M 0.04% 443
2024
Q1 		$5.47M Buy
+113,333
New +$5.1M 0.02% 670
2023
Q1 		– Sell
-1,768
Closed -$61K – 2806
2022
Q4 		$61K Sell
1,768
-578
-25% -$20.1K ﹤0.01% 2276
2022
Q3 		$72K Buy
2,346
+6
+0.3% +$202 ﹤0.01% 2171
2022
Q2 		$76K Sell
2,340
-112
-5% -$4.02K ﹤0.01% 2089
2022
Q1 		$90K Buy
2,452
+280
+13% +$10.6K ﹤0.01% 2028
2021
Q4 		$87K Buy
2,172
+10
+0.5% +$394 ﹤0.01% 1995
2021
Q3 		$82K Buy
2,162
+306
+16% +$12K ﹤0.01% 1943
2021
Q2 		$70K Buy
+1,856
New +$70K ﹤0.01% 1935
2020
Q3 		– Sell
-800
Closed -$24K – 2661
2020
Q2 		$24K Sell
800
-11,440
-93% -$325K ﹤0.01% 1616
2020
Q1 		$314K Sell
12,240
-13,348
-52% -$426K ﹤0.01% 710
2019
Q4 		$903K Buy
25,588
+15,264
+148% +$526K 0.01% 471
2019
Q3 		$347K Buy
10,324
+1,024
+11% +$33.7K ﹤0.01% 528
2019
Q2 		$308K Buy
9,300
+3,826
+70% +$126K ﹤0.01% 514
2019
Q1 		$175K Buy
+5,474
New +$168K ﹤0.01% 638

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management's HEDJ Position: Q2 2026 in Review

Rockefeller Capital Management increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 2.1% in Q2 2026, buying an estimated $474K and bringing the position to 413,712 shares worth $23.6M. The position accounts for 0.04% of the portfolio, ranked #439.

Rockefeller Capital Management first reported a position in HEDJ in Q1 2019 and has held it in 23 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

  • Rockefeller Capital Management held 413,712 shares of WisdomTree Europe Hedged Equity Fund worth $23.6M as of Q2 2026.
  • Rockefeller Capital Management bought 8,516 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $474K.
  • WisdomTree Europe Hedged Equity Fund made up 0.04% of Rockefeller Capital Management's portfolio in Q2 2026, its #439 holding.
  • Rockefeller Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2019 and has held it in 23 quarters since.
  • 226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.