KFS
HEDJ icon

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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return