BWA
BDO Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $123K | Hold |
1,500
| – | – | 0.01% | 313 |
|
|
2023
Q1 | $123K | Hold |
1,500
| – | – | 0.02% | 302 |
|
|
2022
Q4 | $105K | Hold |
1,500
| – | – | 0.01% | 323 |
|
|
2022
Q3 | $93K | Sell |
1,500
-102
| -6% | -$6.32K | 0.01% | 332 |
|
|
2022
Q2 | $105K | Sell |
1,602
-1,062
| -40% | -$69.6K | 0.01% | 319 |
|
|
2022
Q1 | $196K | Hold |
2,664
| – | – | 0.02% | 271 |
|
|
2021
Q4 | $214K | Buy |
2,664
+1
| +0% | +$80 | 0.02% | 273 |
|
|
2021
Q3 | $203K | Hold |
2,663
| – | – | 0.02% | 275 |
|
|
2021
Q2 | $203K | Sell |
2,663
-70
| -3% | -$5.34K | 0.02% | 287 |
|
|
2021
Q1 | $199K | Sell |
2,733
-3
| -0.1% | -$218 | 0.02% | 290 |
|
|
2020
Q4 | $181K | Buy |
2,736
+2
| +0.1% | +$132 | 0.03% | 240 |
|
|
2020
Q3 | $169K | Sell |
2,734
-73
| -3% | -$4.51K | 0.03% | 234 |
|
|
2020
Q2 | $170K | Buy |
2,807
+3
| +0.1% | +$182 | 0.03% | 230 |
|
|
2020
Q1 | $144K | Buy |
2,804
+1
| +0% | +$51 | 0.03% | 237 |
|
|
2019
Q4 | $198K | Buy |
2,803
+1
| +0% | +$71 | 0.05% | 192 |
|
|
2019
Q3 | $189K | Buy |
2,802
+5
| +0.2% | +$337 | 0.05% | 196 |
|
|
2019
Q2 | $185K | Hold |
2,797
| – | – | 0.05% | 197 |
|
|
2019
Q1 | $179K | Buy |
2,797
+297
| +12% | +$19K | 0.05% | 179 |
|
|
2018
Q4 | $141K | Sell |
2,500
-1
| -0% | -$56 | 0.05% | 180 |
|
|
2018
Q3 | $158K | Hold |
2,501
| – | – | 0.05% | 176 |
|
|
2018
Q2 | $158K | Hold |
2,501
| – | – | 0.05% | 175 |
|
|
2018
Q1 | $157K | Hold |
2,501
| – | – | 0.06% | 142 |
|
|
2017
Q4 | $159K | Hold |
2,501
| – | – | 0.07% | 123 |
|
|
2017
Q3 | $162K | Hold |
2,501
| – | – | 0.08% | 115 |
|
|
2017
Q2 | $156K | Buy |
+2,501
| New | +$156K | 0.07% | 137 |
|