Belpointe Asset 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 | $321K | Sell |
6,675
-11,451
| -63% | -$551K | 0.01% | 734 |
|
|
2025
Q1 | $861K | Buy |
18,126
+10,307
| +132% | +$489K | 0.04% | 373 |
|
|
2024
Q4 | $352K | Sell |
7,819
-2
| -0% | -$90 | 0.02% | 603 |
|
|
2024
Q3 | $351K | Buy |
7,821
+2
| +0% | +$90 | 0.02% | 611 |
|
|
2024
Q2 | $354K | Sell |
7,819
-9,776
| -56% | -$442K | 0.02% | 541 |
|
|
2024
Q1 | $850K | Sell |
17,595
-6,647
| -27% | -$321K | 0.06% | 312 |
|
|
2023
Q4 | $1.04M | Buy |
24,242
+13,543
| +127% | +$580K | 0.09% | 209 |
|
|
2023
Q3 | $423K | Sell |
10,699
-13,273
| -55% | -$524K | 0.04% | 378 |
|
|
2023
Q2 | $981K | Buy |
23,972
+14,932
| +165% | +$611K | 0.1% | 185 |
|
|
2023
Q1 | $372K | Sell |
9,040
-2,496
| -22% | -$103K | 0.02% | 664 |
|
|
2022
Q4 | $404K | Buy |
11,536
+8
| +0.1% | +$280 | 0.02% | 626 |
|
|
2022
Q3 | $359K | Buy |
11,528
+2,032
| +21% | +$63.3K | 0.02% | 625 |
|
|
2022
Q2 | $311K | Sell |
9,496
-396
| -4% | -$13K | 0.02% | 663 |
|
|
2022
Q1 | $364K | Sell |
9,892
-44
| -0.4% | -$1.62K | 0.02% | 646 |
|
|
2021
Q4 | $398K | Sell |
9,936
-8,600
| -46% | -$344K | 0.02% | 596 |
|
|
2021
Q3 | $705K | Buy |
18,536
+4
| +0% | +$152 | 0.05% | 405 |
|
|
2021
Q2 | $707K | Buy |
18,532
+9,856
| +114% | +$376K | 0.05% | 388 |
|
|
2021
Q1 | $316K | Sell |
8,676
-1,302
| -13% | -$47.4K | 0.03% | 585 |
|
|
2020
Q4 | $331K | Sell |
9,978
-4
| -0% | -$133 | 0.03% | 521 |
|
|
2020
Q3 | $308K | Buy |
9,982
+26
| +0.3% | +$802 | 0.03% | 428 |
|
|
2020
Q2 | $302K | Buy |
9,956
+22
| +0.2% | +$667 | 0.04% | 405 |
|
|
2020
Q1 | $255K | Sell |
9,934
-1,552
| -14% | -$39.8K | 0.04% | 380 |
|
|
2019
Q4 | $405K | Sell |
11,486
-206
| -2% | -$7.26K | 0.05% | 365 |
|
|
2019
Q3 | $393K | Buy |
11,692
+64
| +0.6% | +$2.15K | 0.06% | 337 |
|
|
2019
Q2 | $385K | Buy |
+11,628
| New | +$385K | 0.08% | 281 |
|
|
2019
Q1 | – | Sell |
-10,800
| Closed | -$305K | – | 479 |
|
|
2018
Q4 | $305K | Sell |
10,800
-1,120
| -9% | -$31.6K | 0.08% | 278 |
|
|
2018
Q3 | $377K | Buy |
11,920
+530
| +5% | +$16.8K | 0.06% | 312 |
|
|
2018
Q2 | $360K | Buy |
11,390
+50
| +0.4% | +$1.58K | 0.1% | 226 |
|
|
2018
Q1 | $356K | Sell |
11,340
-1,172
| -9% | -$36.8K | 0.1% | 226 |
|
|
2017
Q4 | $399K | Buy |
12,512
+36
| +0.3% | +$1.15K | 0.09% | 279 |
|
|
2017
Q3 | $404K | Buy |
+12,476
| New | +$404K | 0.09% | 247 |
|