UBS Group
HEDJ icon

UBS Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

UBS Group’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
2020
Q1 		– Sell
-160,000
Closed -$5.65M – 8129
2019
Q4 		$5.65M Sell
160,000
-230,000
-59% -$7.93M ﹤0.01% 2502
2019
Q3 		$13.1M Buy
+390,000
New +$12.8M 0.01% 1553

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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group's HEDJ Position: Q1 2026 in Review

UBS Group increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 1.2% in Q1 2026, buying an estimated $515K and bringing the position to 827,237 shares worth $43.3M. The position accounts for 0.01% of the portfolio, ranked #1796.

UBS Group first reported a position in HEDJ in Q4 2014 and has held it in 46 quarters since. The position peaked at $952M in Q2 2015. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

  • UBS Group held 827,237 shares of WisdomTree Europe Hedged Equity Fund worth $43.3M as of Q1 2026.
  • UBS Group bought 9,528 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $515K.
  • WisdomTree Europe Hedged Equity Fund made up 0.01% of UBS Group's portfolio in Q1 2026, its #1796 holding.
  • UBS Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WisdomTree Europe Hedged Equity Fund position peaked at $952M in Q2 2015.
  • 220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.