AE Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.1K | Buy |
1,414
+882
| +166% | +$42.5K | ﹤0.01% | 1559 |
|
|
2025
Q1 | $25.3K | Hold |
532
| – | – | ﹤0.01% | 1691 |
|
|
2024
Q4 | $23.3K | Buy |
+532
| New | +$23.3K | ﹤0.01% | 1703 |
|
|
2024
Q1 | – | Sell |
-116,727
| Closed | -$5.04M | – | 1504 |
|
|
2023
Q4 | $5.04M | Buy |
116,727
+9,889
| +9% | +$427K | 0.03% | 583 |
|
|
2023
Q3 | $4.22M | Buy |
106,838
+16,820
| +19% | +$664K | 0.03% | 595 |
|
|
2023
Q2 | $3.68M | Buy |
90,018
+10,702
| +13% | +$438K | 0.02% | 632 |
|
|
2023
Q1 | $3.26M | Sell |
79,316
-1,024
| -1% | -$42.1K | 0.02% | 634 |
|
|
2022
Q4 | $2.81M | Buy |
80,340
+7,244
| +10% | +$253K | 0.02% | 632 |
|
|
2022
Q3 | $2.27M | Buy |
73,096
+4,398
| +6% | +$137K | 0.02% | 655 |
|
|
2022
Q2 | $2.25M | Buy |
68,698
+1,516
| +2% | +$49.7K | 0.02% | 631 |
|
|
2022
Q1 | $2.47M | Buy |
67,182
+6,074
| +10% | +$223K | 0.02% | 644 |
|
|
2021
Q4 | $2.45M | Buy |
61,108
+5,692
| +10% | +$228K | 0.02% | 634 |
|
|
2021
Q3 | $2.11M | Buy |
55,416
+5,870
| +12% | +$223K | 0.02% | 629 |
|
|
2021
Q2 | $1.89M | Buy |
49,546
+3,282
| +7% | +$125K | 0.02% | 651 |
|
|
2021
Q1 | $1.68M | Buy |
46,264
+23,936
| +107% | +$871K | 0.02% | 613 |
|
|
2020
Q4 | $740K | Buy |
22,328
+12,564
| +129% | +$416K | 0.01% | 811 |
|
|
2020
Q3 | $301K | Buy |
9,764
+248
| +3% | +$7.65K | ﹤0.01% | 1033 |
|
|
2020
Q2 | $289K | Sell |
9,516
-144,008
| -94% | -$4.37M | ﹤0.01% | 1032 |
|
|
2020
Q1 | $3.93M | Sell |
153,524
-25,748
| -14% | -$660K | 0.09% | 205 |
|
|
2019
Q4 | $6.33M | Buy |
179,272
+27,492
| +18% | +$970K | 0.14% | 146 |
|
|
2019
Q3 | $5.11M | Sell |
151,780
-8,122
| -5% | -$273K | 0.15% | 137 |
|
|
2019
Q2 | $5.29M | Buy |
159,902
+64,202
| +67% | +$2.12M | 0.16% | 119 |
|
|
2019
Q1 | $3.06M | Buy |
95,700
+55,532
| +138% | +$1.77M | 0.21% | 96 |
|
|
2018
Q4 | $1.13M | Sell |
40,168
-69,138
| -63% | -$1.95M | 0.19% | 132 |
|
|
2018
Q3 | $3.46M | Buy |
109,306
+50,488
| +86% | +$1.6M | 0.19% | 94 |
|
|
2018
Q2 | $1.86M | Buy |
58,818
+3,716
| +7% | +$117K | 0.13% | 103 |
|
|
2018
Q1 | $1.73M | Buy |
+55,102
| New | +$1.73M | 0.13% | 104 |
|