Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,053
| Closed | -$409K | – | 752 |
|
|
2024
Q2 | $409K | Buy |
+9,053
| New | +$409K | 0.03% | 436 |
|
|
2024
Q1 | – | Sell |
-8,846
| Closed | -$379K | – | 514 |
|
|
2023
Q4 | $379K | Sell |
8,846
-1,041
| -11% | -$44.6K | 0.03% | 480 |
|
|
2023
Q3 | $391K | Buy |
9,887
+1,003
| +11% | +$39.6K | 0.07% | 284 |
|
|
2023
Q2 | $364K | Buy |
8,884
+50
| +0.6% | +$2.05K | 0.03% | 436 |
|
|
2023
Q1 | $363K | Hold |
8,834
| – | – | 0.03% | 419 |
|
|
2022
Q4 | $309M | Hold |
8,834
| – | – | 0.03% | 452 |
|
|
2022
Q3 | $275K | Buy |
+8,834
| New | +$275K | 0.03% | 426 |
|
|
2022
Q2 | – | Sell |
-8,090
| Closed | -$298K | – | 499 |
|
|
2022
Q1 | $298K | Sell |
8,090
-92
| -1% | -$3.39K | 0.03% | 378 |
|
|
2021
Q4 | $328K | Buy |
+8,182
| New | +$328K | 0.03% | 371 |
|