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
2026 Q2	$211K	Buy	+3,705	New	+$206K	﹤0.01%	707
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 $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

Valmark Advisers's HEDJ Position: Q2 2026 in Review

Valmark Advisers opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2026: 3,705 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in HEDJ as recently as Q4 2024.

Valmark Advisers first reported a position in HEDJ in Q4 2017 and has held it in 3 quarters since. The position peaked at $432K in Q4 2017. 227 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Valmark Advisers held 3,705 shares of WisdomTree Europe Hedged Equity Fund worth $211K as of Q2 2026.
WisdomTree Europe Hedged Equity Fund was a new Valmark Advisers position in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #707 holding.
Valmark Advisers first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and has held it in 3 quarters since.
Valmark Advisers's WisdomTree Europe Hedged Equity Fund position peaked at $432K in Q4 2017.
227 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.