Valley Wealth Managers’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Valley Wealth Managers’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	$10.8M	Sell	189,717 -5,827	-3%	-$324K	0.62%	50
2026 Q1	$10.2M	Buy	195,544 +34,743	+22%	+$1.88M	0.66%	49
2025 Q4	$8.53M	Buy	160,801 +11,002	+7%	+$571K	0.55%	50
2025 Q3	$7.55M	Buy	149,799 +9,140	+6%	+$451K	0.5%	51
2025 Q2	$6.77M	Sell	140,659 -10,974	-7%	-$525K	0.49%	51
2025 Q1	$7.2M	Sell	151,633 -13,421	-8%	-$640K	0.55%	49
2024 Q4	$7.22M	Sell	165,054 -18,426	-10%	-$809K	0.54%	51
2024 Q3	$8.24M	Buy	183,480 +45,944	+33%	+$2.03M	0.61%	49
2024 Q2	$6.22M	Buy	137,536 +19,928	+17%	+$941K	0.5%	50
2024 Q1	$5.68M	Sell	117,608 -11,712	-9%	-$527K	0.43%	56
2023 Q4	$5.54M	Buy	129,320 +2,193	+2%	+$88.7K	0.43%	51
2023 Q3	$5.02M	Buy	+127,127	New	+$5.13M	0.42%	58

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

Valley Wealth Managers's HEDJ Position: Q2 2026 in Review

Valley Wealth Managers reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 3% in Q2 2026, selling an estimated $324K and leaving 189,717 shares worth $10.8M. The position accounts for 0.62% of the portfolio, ranked #50.

Valley Wealth Managers first reported a position in HEDJ in Q3 2023 and has held it in 12 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Valley Wealth Managers held 189,717 shares of WisdomTree Europe Hedged Equity Fund worth $10.8M as of Q2 2026.
Valley Wealth Managers sold 5,827 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $324K.
WisdomTree Europe Hedged Equity Fund made up 0.62% of Valley Wealth Managers's portfolio in Q2 2026, its #50 holding.
Valley Wealth Managers first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2023 and has held it in 12 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.