Kelly Financial Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Kelly Financial Services’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
2021 Q2	–	Sell	-276	Closed	-$10K	–	646
2021 Q1	$10K	Hold	276	–	–	0.01%	302
2020 Q4	$9.15K	Hold	276	–	–	0.01%	288
2020 Q3	$8.52K	Hold	276	–	–	0.01%	273
2020 Q2	$8.38K	Hold	276	–	–	0.01%	273
2020 Q1	$7.07K	Hold	276	–	–	0.01%	255
2019 Q4	$9.74K	Hold	276	–	–	0.01%	233
2019 Q3	$9.29K	Hold	276	–	–	0.01%	232
2019 Q2	$9.13K	Hold	276	–	–	0.01%	231
2019 Q1	$8.82K	Buy	+276	New	+$8.45K	0.01%	234

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Kelly Financial Services's HEDJ Position: Q2 2021 in Review

Kelly Financial Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2021, closing a stake of 276 shares — an estimated $10K sold.

Kelly Financial Services first reported a position in HEDJ in Q1 2019 and held it in 9 quarters. The position peaked at $10K in Q1 2021. 191 funds tracked by Wall St. Rank hold HEDJ as of Q2 2021.

Kelly Financial Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
Kelly Financial Services sold 276 WisdomTree Europe Hedged Equity Fund shares in Q2 2021, an estimated $10K.
Kelly Financial Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2019 and held it in 9 quarters.
Kelly Financial Services's WisdomTree Europe Hedged Equity Fund position peaked at $10K in Q1 2021.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2021.

Based on Kelly Financial Services's 13F filing for Q2 2021, filed 17 Jul 2024.