BigSur Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282K | Hold |
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|
2025
Q2 | $269K | Hold |
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|
2025
Q1 | $266K | Hold |
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|
2024
Q4 | $245K | Hold |
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|
2024
Q3 | $251K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $240K | Hold |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $372K | Sell |
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|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $499K | Hold |
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|
2021
Q4 | $543K | Hold |
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|
2021
Q3 | $515K | Hold |
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|
2021
Q2 | $517K | Hold |
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|
2021
Q1 | $493K | Hold |
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|
2020
Q4 | $449K | Hold |
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|
2020
Q3 | $418K | Sell |
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|
2020
Q2 | $466K | Buy |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $542K | Sell |
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|
2019
Q3 | $1.73M | Hold |
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|
2019
Q2 | $1.72M | Sell |
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|
2019
Q1 | $1.83M | Buy |
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|
2018
Q4 | $715K | Sell |
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|
2018
Q3 | $817K | Sell |
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|
2018
Q2 | $837K | Hold |
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|
2018
Q1 | $831K | Hold |
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|
2017
Q4 | $844K | Hold |
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|
2017
Q3 | $857K | Hold |
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|
2017
Q2 | $834K | Sell |
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|
2017
Q1 | $1.22M | Sell |
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|
2016
Q4 | $1.16M | Buy |
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