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 Q2	$787K	Sell	13,832 -2,184	-14%	-$122K	﹤0.01%	903
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 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

United Capital Financial Advisors's HEDJ Position: Q2 2026 in Review

United Capital Financial Advisors reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 14% in Q2 2026, selling an estimated $122K and leaving 13,832 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

United Capital Financial Advisors first reported a position in HEDJ in Q4 2014 and has held it in 10 quarters since. The position peaked at $9.88M in Q2 2015. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

United Capital Financial Advisors held 13,832 shares of WisdomTree Europe Hedged Equity Fund worth $787K as of Q2 2026.
United Capital Financial Advisors sold 2,184 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $122K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #903 holding.
United Capital Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 10 quarters since.
United Capital Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $9.88M in Q2 2015.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.