Waverly Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Waverly 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	$365K	Hold	6,409	–	–	﹤0.01%	1320
2026 Q1	$335K	Hold	6,409	–	–	﹤0.01%	1256
2025 Q4	$340K	Buy	+6,409	New	+$332K	﹤0.01%	1158
2025 Q2	–	Sell	-6,082	Closed	-$289K	–	1200
2025 Q1	$289K	Buy	6,082 +700	+13%	+$33.4K	﹤0.01%	932
2024 Q4	$235K	Buy	+5,382	New	+$236K	﹤0.01%	889
2015 Q4	–	Sell	-2,112	Closed	-$58K	–	244
2015 Q3	$58K	Buy	+2,112	New	+$63.5K	0.04%	113
2015 Q1	–	Sell	-2,626	Closed	-$73K	–	377
2014 Q4	$73K	Hold	2,626	–	–	0.04%	95
2014 Q3	$76K	Buy	2,626 +1,812	+223%	+$52.1K	0.04%	169
2014 Q2	$24K	Buy	+814	New	+$23.7K	0.01%	301

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

Waverly Advisors's HEDJ Position: Q2 2026 in Review

Waverly Advisors held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 6,409 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Waverly Advisors first reported a position in HEDJ in Q2 2014 and has held it in 9 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Waverly Advisors held 6,409 shares of WisdomTree Europe Hedged Equity Fund worth $365K as of Q2 2026.
Waverly Advisors left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1320 holding.
Waverly Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2014 and has held it in 9 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.