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

Thrive 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	$425K	Buy	7,450 +127	+2%	+$7.07K	0.05%	153
2026 Q1	$383K	Sell	7,323 -61	-0.8%	-$3.29K	0.06%	147
2025 Q4	$392K	Buy	+7,384	New	+$383K	0.06%	150

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

Thrive Wealth Management's HEDJ Position: Q2 2026 in Review

Thrive Wealth Management increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 1.7% in Q2 2026, buying an estimated $7.07K and bringing the position to 7,450 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #153.

Thrive Wealth Management first reported a position in HEDJ in Q4 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Thrive Wealth Management held 7,450 shares of WisdomTree Europe Hedged Equity Fund worth $425K as of Q2 2026.
Thrive Wealth Management bought 127 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $7.07K.
WisdomTree Europe Hedged Equity Fund made up 0.05% of Thrive Wealth Management's portfolio in Q2 2026, its #153 holding.
Thrive Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2025 and has held it in 3 quarters since.
227 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.