ACM
Alethea Capital 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 | $381K | Hold |
7,925
| – | – | 0.29% | 12 |
|
|
2025
Q1 | $376K | Hold |
7,925
| – | – | 0.28% | 7 |
|
|
2024
Q4 | $346K | Sell |
7,925
-95
| -1% | -$4.15K | 0.3% | 22 |
|
|
2024
Q3 | $360K | Hold |
8,020
| – | – | 0.26% | 24 |
|
|
2024
Q2 | $363K | Hold |
8,020
| – | – | 0.28% | 25 |
|
|
2024
Q1 | $387K | Hold |
8,020
| – | – | 0.31% | 28 |
|
|
2023
Q4 | $344K | Hold |
8,020
| – | – | 0.4% | 17 |
|
|
2023
Q3 | $317K | Buy |
8,020
+4,010
| +100% | +$158K | 0.39% | 33 |
|
|
2023
Q2 | $328K | Hold |
4,010
| – | – | 0.35% | 43 |
|
|
2023
Q1 | $330K | Hold |
4,010
| – | – | 0.35% | 42 |
|
|
2022
Q4 | $281K | Hold |
4,010
| – | – | 0.27% | 31 |
|
|
2022
Q3 | $249K | Hold |
4,010
| – | – | 0.31% | 48 |
|
|
2022
Q2 | $263K | Hold |
4,010
| – | – | 0.33% | 56 |
|
|
2022
Q1 | $295K | Hold |
4,010
| – | – | 0.27% | 54 |
|
|
2021
Q4 | $321K | Hold |
4,010
| – | – | 0.27% | 54 |
|
|
2021
Q3 | $305K | Hold |
4,010
| – | – | 0.27% | 61 |
|
|
2021
Q2 | $306K | Sell |
4,010
-724
| -15% | -$55.2K | 0.19% | 64 |
|
|
2021
Q1 | $344K | Hold |
4,734
| – | – | 0.21% | 59 |
|
|
2020
Q4 | $314K | Hold |
4,734
| – | – | 0.16% | 58 |
|
|
2020
Q3 | $292K | Sell |
4,734
-84
| -2% | -$5.18K | 0.2% | 54 |
|
|
2020
Q2 | $293K | Hold |
4,818
| – | – | 0.17% | 71 |
|
|
2020
Q1 | $247K | Buy |
+4,818
| New | +$247K | 0.16% | 67 |
|