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 Q3	$2.95M	Buy	53,231 +2,751	+5%	+$156K	0.01%	1186
2026 Q2	$2.88M	Sell	50,480 -2,064	-4%	-$115K	0.01%	1140
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

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Sharper & Granite El Segundo, California $293M AUM 12.25% 1-Year Est. Return

Cathy Pareto & Associates Coral Gables, Florida $175M AUM 17.3% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services's HEDJ Position: Q3 2026 in Review

Kestra Advisory Services increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 5.4% in Q3 2026, buying an estimated $156K and bringing the position to 53,231 shares worth $2.95M. The position accounts for 0.01% of the portfolio, ranked #1186.

Kestra Advisory Services first reported a position in HEDJ in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.92M in Q3 2020. 86 funds tracked by Wall St. Rank hold HEDJ as of Q3 2026.

Kestra Advisory Services held 53,231 shares of WisdomTree Europe Hedged Equity Fund worth $2.95M as of Q3 2026.
Kestra Advisory Services bought 2,751 WisdomTree Europe Hedged Equity Fund shares in Q3 2026, an estimated $156K.
WisdomTree Europe Hedged Equity Fund made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1186 holding.
Kestra Advisory Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2020 and has held it in 25 quarters since.
Kestra Advisory Services's WisdomTree Europe Hedged Equity Fund position peaked at $5.92M in Q3 2020.
86 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.