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Summit Financial’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Summit Financial’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
Q2 		– Sell
-9,665
Closed -$459K – 825
2025
Q1 		$459K Buy
+9,665
New +$461K 0.01% 533

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Summit Financial's HEDJ Position: Q2 2025 in Review

Summit Financial sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2025, closing a stake of 9,665 shares — an estimated $459K sold.

Summit Financial first reported a position in HEDJ in Q1 2025 and held it in 1 quarter. The position peaked at $459K in Q1 2025. 213 funds tracked by Wall St. Rank hold HEDJ as of Q2 2025.

  • Summit Financial reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
  • Summit Financial sold 9,665 WisdomTree Europe Hedged Equity Fund shares in Q2 2025, an estimated $459K.
  • Summit Financial first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2025 and held it in 1 quarter.
  • Summit Financial's WisdomTree Europe Hedged Equity Fund position peaked at $459K in Q1 2025.
  • 213 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.