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 Q3	$188K	Sell	3,391 -186,326	-98%	-$10.6M	0.01%	179
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

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

BWM

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

SDH

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

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Valley Wealth Managers's HEDJ Position: Q3 2026 in Review

Valley Wealth Managers reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 98% in Q3 2026, selling an estimated $10.6M and leaving 3,391 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #179.

Valley Wealth Managers first reported a position in HEDJ in Q3 2023 and has held it in 13 quarters since. The position peaked at $10.8M in Q2 2026. 19 funds tracked by Wall St. Rank hold HEDJ as of Q3 2026.

Valley Wealth Managers held 3,391 shares of WisdomTree Europe Hedged Equity Fund worth $188K as of Q3 2026.
Valley Wealth Managers sold 186,326 WisdomTree Europe Hedged Equity Fund shares in Q3 2026, an estimated $10.6M.
WisdomTree Europe Hedged Equity Fund made up 0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #179 holding.
Valley Wealth Managers first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2023 and has held it in 13 quarters since.
Valley Wealth Managers's WisdomTree Europe Hedged Equity Fund position peaked at $10.8M in Q2 2026.
19 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.