UCFA
HEDJ icon

United Capital Financial Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

United Capital Financial Advisors’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 		$838K Sell
16,016
-800
-5% -$43.2K 0.01% 829
2025
Q4 		$892K Buy
16,816
+2,016
+14% +$105K 0.01% 778
2025
Q3 		$746K Sell
14,800
-110
-0.7% -$5.43K 0.01% 742
2025
Q2 		$717K Buy
14,910
+8,100
+119% +$387K 0.01% 682
2025
Q1 		$323K Buy
+6,810
New +$325K ﹤0.01% 870
2015
Q4 		– Sell
-271,976
Closed -$7.43M – 1247
2015
Q3 		$7.43M Sell
271,976
-48,768
-15% -$1.47M 0.09% 238
2015
Q2 		$9.88M Buy
320,744
+51,322
+19% +$1.68M 0.11% 219
2015
Q1 		$8.66M Buy
269,422
+261,206
+3,179% +$8.1M 0.11% 242
2014
Q4 		$228K Buy
+8,216
New +$232K ﹤0.01% 1053

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $761B 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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $528B 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