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Kingsview Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Kingsview Wealth Management’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 		$332K Sell
6,346
-819
-11% -$44.2K ﹤0.01% 1039
2025
Q4 		$380K Hold
7,165
– – 0.01% 943
2025
Q3 		$361K Sell
7,165
-99,803
-93% -$4.93M 0.01% 902
2025
Q2 		$5.15M Buy
106,968
+100,472
+1,547% +$4.8M 0.09% 238
2025
Q1 		$308K Sell
6,496
-200
-3% -$9.54K 0.01% 881
2024
Q4 		$293K Hold
6,696
– – 0.01% 907
2024
Q3 		$301K Sell
6,696
-59,239
-90% -$2.62M 0.01% 882
2024
Q2 		$2.98M Buy
65,935
+59,239
+885% +$2.8M 0.07% 260
2024
Q1 		$323K Hold
6,696
– – 0.01% 793
2023
Q4 		$287K Hold
6,696
– – 0.01% 784
2023
Q3 		$264K Sell
6,696
-23,262
-78% -$938K 0.01% 795
2023
Q2 		$1.23M Buy
29,958
+22,926
+326% +$941K 0.05% 347
2023
Q1 		$289K Hold
7,032
– – 0.01% 715
2022
Q4 		$246K Sell
7,032
-326
-4% -$11.3K 0.01% 732
2022
Q3 		$229K Sell
7,358
-560
-7% -$18.9K 0.01% 716
2022
Q2 		$259K Buy
7,918
+40
+0.5% +$1.44K 0.01% 704
2022
Q1 		$290K Sell
7,878
-180
-2% -$6.82K 0.01% 709
2021
Q4 		$323K Sell
8,058
-90
-1% -$3.55K 0.01% 699
2021
Q3 		$310K Hold
8,148
– – 0.01% 674
2021
Q2 		$312K Buy
+8,148
New +$307K 0.02% 685

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kingsview Wealth Management's HEDJ Position: Q1 2026 in Review

Kingsview Wealth Management reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 11% in Q1 2026, selling an estimated $44.2K and leaving 6,346 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Kingsview Wealth Management first reported a position in HEDJ in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.15M in Q2 2025. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

  • Kingsview Wealth Management held 6,346 shares of WisdomTree Europe Hedged Equity Fund worth $332K as of Q1 2026.
  • Kingsview Wealth Management sold 819 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $44.2K.
  • WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1039 holding.
  • Kingsview Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2021 and has held it in 20 quarters since.
  • Kingsview Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $5.15M in Q2 2025.
  • 220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.