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 Q3	$414K	Buy	7,456 +6	+0.1%	+$341	0.05%	155
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

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

Cathy Pareto & Associates Coral Gables, Florida $175M AUM 17.3% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Thrive Wealth Management's HEDJ Position: Q3 2026 in Review

Thrive Wealth Management increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.08% in Q3 2026, buying an estimated $341 and bringing the position to 7,456 shares worth $414K. The position accounts for 0.05% of the portfolio, ranked #155.

Thrive Wealth Management first reported a position in HEDJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $425K in Q2 2026. 48 funds tracked by Wall St. Rank hold HEDJ as of Q3 2026.

Thrive Wealth Management held 7,456 shares of WisdomTree Europe Hedged Equity Fund worth $414K as of Q3 2026.
Thrive Wealth Management bought 6 WisdomTree Europe Hedged Equity Fund shares in Q3 2026, an estimated $341.
WisdomTree Europe Hedged Equity Fund made up 0.05% of Thrive Wealth Management's portfolio in Q3 2026, its #155 holding.
Thrive Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2025 and has held it in 4 quarters since.
Thrive Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $425K in Q2 2026.
48 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.