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

West Financial 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	$188K	Sell	3,305 -253	-7%	-$14.1K	0.03%	65
2026 Q1	$186K	Sell	3,558 -156	-4%	-$8.43K	0.03%	57
2025 Q4	$197K	Hold	3,714	–	–	0.03%	58
2025 Q3	$187K	Hold	3,714	–	–	0.03%	60
2025 Q2	$179K	Sell	3,714 -130	-3%	-$6.21K	0.03%	60
2025 Q1	$183K	Sell	3,844 -1,207	-24%	-$57.5K	0.03%	63
2024 Q4	$221K	Sell	5,051 -100	-2%	-$4.39K	0.04%	54
2024 Q3	$231K	Hold	5,151	–	–	0.04%	52
2024 Q2	$233K	Sell	5,151 -143	-3%	-$6.75K	0.05%	53
2024 Q1	$256K	Hold	5,294	–	–	0.05%	51
2023 Q4	$227K	Hold	5,294	–	–	0.05%	52
2023 Q3	$209K	Hold	5,294	–	–	0.05%	51
2023 Q2	$217K	Hold	5,294	–	–	0.05%	51
2023 Q1	$218K	Hold	5,294	–	–	0.06%	49
2022 Q4	$185K	Sell	5,294 -1,956	-27%	-$67.9K	0.05%	51
2022 Q3	$225K	Hold	7,250	–	–	0.07%	51
2022 Q2	$238K	Hold	7,250	–	–	0.07%	46
2022 Q1	$267K	Sell	7,250 -6,860	-49%	-$260K	0.07%	50
2021 Q4	$566K	Sell	14,110 -1,030	-7%	-$40.6K	0.15%	37
2021 Q3	$576K	Hold	15,140	–	–	0.17%	33
2021 Q2	$577K	Hold	15,140	–	–	0.18%	29
2021 Q1	$551K	Hold	15,140	–	–	0.18%	29
2020 Q4	$502K	Buy	+15,140	New	+$486K	0.18%	29

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

West Financial Advisors's HEDJ Position: Q2 2026 in Review

West Financial Advisors reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 7.1% in Q2 2026, selling an estimated $14.1K and leaving 3,305 shares worth $188K. The position accounts for 0.03% of the portfolio, ranked #65.

West Financial Advisors first reported a position in HEDJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $577K in Q2 2021. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

West Financial Advisors held 3,305 shares of WisdomTree Europe Hedged Equity Fund worth $188K as of Q2 2026.
West Financial Advisors sold 253 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $14.1K.
WisdomTree Europe Hedged Equity Fund made up 0.03% of West Financial Advisors's portfolio in Q2 2026, its #65 holding.
West Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $577K in Q2 2021.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.