Key Financial Inc’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Key Financial Inc’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	$11.4K	Hold	218	–	–	﹤0.01%	857
2025 Q4	$11.6K	Hold	218	–	–	﹤0.01%	852
2025 Q3	$11.1K	Hold	218	–	–	﹤0.01%	857
2025 Q2	$10.5K	Hold	218	–	–	﹤0.01%	844
2025 Q1	$10.4K	Hold	218	–	–	﹤0.01%	807
2024 Q4	$9.53K	Hold	218	–	–	﹤0.01%	824
2024 Q3	$9.79K	Hold	218	–	–	﹤0.01%	806
2024 Q2	$9.86K	Hold	218	–	–	﹤0.01%	784
2024 Q1	$10.5K	Hold	218	–	–	﹤0.01%	738
2023 Q4	$9.34K	Hold	218	–	–	﹤0.01%	759
2023 Q3	$8.61K	Hold	218	–	–	﹤0.01%	756
2023 Q2	$8.92K	Hold	218	–	–	﹤0.01%	766
2023 Q1	$8.96K	Hold	218	–	–	﹤0.01%	710
2022 Q4	$6.78K	Hold	218	–	–	﹤0.01%	718
2022 Q3	$7K	Hold	218	–	–	﹤0.01%	717
2022 Q2	$7K	Hold	218	–	–	﹤0.01%	717
2022 Q1	$8K	Hold	218	–	–	﹤0.01%	687
2021 Q4	$9K	Hold	218	–	–	﹤0.01%	609
2021 Q3	$8K	Hold	218	–	–	﹤0.01%	619
2021 Q2	$9K	Hold	218	–	–	0.01%	590
2021 Q1	$8K	Hold	218	–	–	0.01%	523
2020 Q4	$7K	Buy	+218	New	+$7K	0.01%	504
2020 Q2	–	Sell	-250	Closed	-$6K	–	316
2020 Q1	$6K	Buy	+250	New	+$7.98K	0.01%	485

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

Key Financial Inc's HEDJ Position: Q1 2026 in Review

Key Financial Inc held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q1 2026 at 218 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Key Financial Inc first reported a position in HEDJ in Q1 2020 and has held it in 23 quarters since. The position peaked at $11.6K in Q4 2025. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

Key Financial Inc held 218 shares of WisdomTree Europe Hedged Equity Fund worth $11.4K as of Q1 2026.
Key Financial Inc left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q1 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #857 holding.
Key Financial Inc first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's WisdomTree Europe Hedged Equity Fund position peaked at $11.6K in Q4 2025.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.