Valmark Advisers’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Valmark Advisers’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
2025 Q1	–	Sell	-5,176	Closed	-$226K	–	611
2024 Q4	$226K	Buy	+5,176	New	+$227K	﹤0.01%	567
2018 Q1	–	Sell	-13,570	Closed	-$432K	–	196
2017 Q4	$432K	Buy	+13,570	New	+$441K	0.01%	118

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Valmark Advisers's HEDJ Position: Q1 2025 in Review

Valmark Advisers sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2025, closing a stake of 5,176 shares — an estimated $226K sold.

Valmark Advisers first reported a position in HEDJ in Q4 2017 and held it in 2 quarters. The position peaked at $432K in Q4 2017. 215 funds tracked by Wall St. Rank hold HEDJ as of Q1 2025.

Valmark Advisers reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
Valmark Advisers sold 5,176 WisdomTree Europe Hedged Equity Fund shares in Q1 2025, an estimated $226K.
Valmark Advisers first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 2 quarters.
Valmark Advisers's WisdomTree Europe Hedged Equity Fund position peaked at $432K in Q4 2017.
215 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2025.

Based on Valmark Advisers's 13F filing for Q1 2025, filed 23 Apr 2025.