AWM
Activest Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Buy |
238
+3
| +1% | +$144 | ﹤0.01% | 404 |
|
|
2025
Q1 | $11.2K | Hold |
235
| – | – | ﹤0.01% | 378 |
|
|
2024
Q4 | $10.3K | Sell |
235
-2,062
| -90% | -$90.2K | ﹤0.01% | 312 |
|
|
2024
Q3 | $103K | Sell |
2,297
-1,483
| -39% | -$66.6K | 0.03% | 118 |
|
|
2024
Q2 | $171K | Sell |
3,780
-54
| -1% | -$2.44K | 0.06% | 92 |
|
|
2024
Q1 | $185K | Hold |
3,834
| – | – | 0.09% | 64 |
|
|
2023
Q4 | $164K | Hold |
3,834
| – | – | 0.09% | 52 |
|
|
2023
Q3 | $151K | Buy |
+3,834
| New | +$151K | 0.09% | 50 |
|
|
2023
Q2 | – | Sell |
-1,969
| Closed | -$162K | – | 338 |
|
|
2023
Q1 | $162K | Sell |
1,969
-78,112
| -98% | -$6.42M | 0.1% | 46 |
|
|
2022
Q4 | $5.6M | Sell |
80,081
-7,446
| -9% | -$521K | 1.66% | 8 |
|
|
2022
Q3 | $5.48M | Buy |
87,527
+80,000
| +1,063% | +$5.01M | 1.77% | 8 |
|
|
2022
Q2 | $493K | Sell |
7,527
-4,465
| -37% | -$292K | 0.35% | 29 |
|
|
2022
Q1 | $883K | Buy |
11,992
+1,876
| +19% | +$138K | 0.57% | 16 |
|
|
2021
Q4 | $811K | Sell |
10,116
-3,371
| -25% | -$270K | 0.5% | 24 |
|
|
2021
Q3 | $1.03M | Buy |
13,487
+3,298
| +32% | +$251K | 0.68% | 18 |
|
|
2021
Q2 | $777K | Sell |
10,189
-10,232
| -50% | -$780K | 0.58% | 19 |
|
|
2021
Q1 | $1.49M | Buy |
+20,421
| New | +$1.49M | 1.21% | 12 |
|