TFS
HEDJ icon

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

Thoroughbred Financial Services’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
Q1 		$1.84M Buy
35,113
+865
+3% +$46.7K 0.11% 181
2025
Q4 		$1.82M Sell
34,248
-330
-1% -$17.1K 0.11% 179
2025
Q3 		$1.74M Sell
34,578
-175
-0.5% -$8.64K 0.11% 189
2025
Q2 		$1.67M Sell
34,753
-4,219
-11% -$202K 0.12% 182
2025
Q1 		$1.85M Buy
38,972
+4,698
+14% +$224K 0.12% 182
2024
Q4 		$1.5M Sell
34,274
-5,417
-14% -$238K 0.09% 208
2024
Q3 		$1.78M Buy
39,691
+472
+1% +$20.8K 0.11% 167
2024
Q2 		$1.77M Buy
39,219
+12,276
+46% +$579K 0.12% 168
2024
Q1 		$1.3M Buy
26,943
+6,750
+33% +$304K 0.13% 162
2023
Q4 		$865K Buy
20,193
+2,013
+11% +$81.4K 0.07% 267
2023
Q3 		$718K Buy
18,180
+5,390
+42% +$217K 0.07% 275
2023
Q2 		$523K Buy
12,790
+4,648
+57% +$191K 0.07% 251
2023
Q1 		$334K Buy
8,142
+282
+4% +$11.1K 0.05% 311
2022
Q4 		$274K Sell
7,860
-1,490
-16% -$51.7K 0.04% 327
2022
Q3 		$290K Sell
9,350
-390
-4% -$13.1K 0.06% 280
2022
Q2 		$319K Sell
9,740
-882
-8% -$31.6K 0.06% 268
2022
Q1 		$390K Buy
10,622
+3,330
+46% +$126K 0.06% 248
2021
Q4 		$292K Sell
7,292
-7,994
-52% -$315K 0.06% 271
2021
Q3 		$581K Hold
15,286
– – 0.14% 155
2021
Q2 		$583K Buy
15,286
+2
+0% +$75 0.15% 148
2021
Q1 		$556K Sell
15,284
-1,086
-7% -$37.4K 0.15% 148
2020
Q4 		$542K Sell
16,370
-13,810
-46% -$443K 0.17% 140
2020
Q3 		$931K Sell
30,180
-12,454
-29% -$388K 0.35% 73
2020
Q2 		$1.29M Sell
42,634
-4,636
-10% -$132K 0.54% 46
2020
Q1 		$1.21M Buy
47,270
+8,156
+21% +$260K 0.43% 68
2019
Q4 		$1.38M Buy
39,114
+3,486
+10% +$120K 0.46% 61
2019
Q3 		$1.2M Sell
35,628
-107,062
-75% -$3.52M 0.45% 63
2019
Q2 		$3.24M Buy
142,690
+105,286
+281% +$3.46M 1.23% 23
2019
Q1 		$1.2M Sell
37,404
-77,418
-67% -$2.37M 0.49% 56
2018
Q4 		$2.38M Buy
+114,822
New +$3.4M 1.17% 25

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Thoroughbred Financial Services's HEDJ Position: Q1 2026 in Review

Thoroughbred Financial Services increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 2.5% in Q1 2026, buying an estimated $46.7K and bringing the position to 35,113 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #181.

Thoroughbred Financial Services first reported a position in HEDJ in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.24M in Q2 2019. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

  • Thoroughbred Financial Services held 35,113 shares of WisdomTree Europe Hedged Equity Fund worth $1.84M as of Q1 2026.
  • Thoroughbred Financial Services bought 865 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $46.7K.
  • WisdomTree Europe Hedged Equity Fund made up 0.11% of Thoroughbred Financial Services's portfolio in Q1 2026, its #181 holding.
  • Thoroughbred Financial Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and has held it in 30 quarters since.
  • Thoroughbred Financial Services's WisdomTree Europe Hedged Equity Fund position peaked at $3.24M in Q2 2019.
  • 220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.