Kestra Advisory Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Kestra Advisory 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
2026 Q1	$2.75M	Sell	52,544 -2,897	-5%	-$156K	0.01%	1116
2025 Q4	$2.94M	Sell	55,441 -12,557	-18%	-$651K	0.01%	999
2025 Q3	$3.43M	Buy	67,998 +15,182	+29%	+$749K	0.02%	884
2025 Q2	$2.54M	Buy	52,816 +1,428	+3%	+$68.3K	0.01%	960
2025 Q1	$2.44M	Sell	51,388 -8,363	-14%	-$399K	0.01%	896
2024 Q4	$2.61M	Buy	59,751 +957	+2%	+$42K	0.01%	869
2024 Q3	$2.64M	Sell	58,794 -3,511	-6%	-$155K	0.01%	818
2024 Q2	$2.82M	Buy	62,305 +1,693	+3%	+$79.9K	0.02%	796
2024 Q1	$2.93M	Sell	60,612 -10,125	-14%	-$455K	0.02%	717
2023 Q4	$3.03M	Sell	70,737 -13,031	-16%	-$527K	0.02%	632
2023 Q3	$3.31M	Sell	83,768 -29,916	-26%	-$1.21M	0.03%	517
2023 Q2	$4.65M	Sell	113,684 -26,498	-19%	-$1.09M	0.05%	395
2023 Q1	$5.76M	Buy	140,182 +3,896	+3%	+$153K	0.06%	312
2022 Q4	$4.77M	Sell	136,286 -11,132	-8%	-$386K	0.04%	451
2022 Q3	$4.58M	Buy	147,418 +13,828	+10%	+$466K	0.05%	395
2022 Q2	$4.38M	Buy	133,590 +65,130	+95%	+$2.34M	0.05%	394
2022 Q1	$2.52M	Buy	68,460 +5,774	+9%	+$219K	0.03%	596
2021 Q4	$2.51M	Sell	62,686 -1,756	-3%	-$69.2K	0.03%	608
2021 Q3	$2.45M	Buy	64,442 +54	+0.1%	+$2.12K	0.02%	630
2021 Q2	$2.46M	Sell	64,388 -7,136	-10%	-$269K	0.03%	574
2021 Q1	$2.6M	Sell	71,524 -55,118	-44%	-$1.9M	0.03%	514
2020 Q4	$4.22M	Sell	126,642 -65,208	-34%	-$2.09M	0.05%	379
2020 Q3	$5.92M	Buy	+191,850	New	+$5.98M	0.11%	219

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kestra Advisory Services's HEDJ Position: Q1 2026 in Review

Kestra Advisory Services reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 5.2% in Q1 2026, selling an estimated $156K and leaving 52,544 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #1116.

Kestra Advisory Services first reported a position in HEDJ in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.92M in Q3 2020. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

Kestra Advisory Services held 52,544 shares of WisdomTree Europe Hedged Equity Fund worth $2.75M as of Q1 2026.
Kestra Advisory Services sold 2,897 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $156K.
WisdomTree Europe Hedged Equity Fund made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1116 holding.
Kestra Advisory Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's WisdomTree Europe Hedged Equity Fund position peaked at $5.92M in Q3 2020.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.