Bogart Wealth LLC’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 | $527K | Buy |
10,956
+28
| +0.3% | +$1.35K | 0.02% | 157 |
|
|
2025
Q1 | $519K | Sell |
10,928
-25
| -0.2% | -$1.19K | 0.02% | 155 |
|
|
2024
Q4 | $479K | Buy |
10,953
+41
| +0.4% | +$1.79K | 0.02% | 156 |
|
|
2024
Q3 | $490K | Sell |
10,912
-498
| -4% | -$22.4K | 0.02% | 151 |
|
|
2024
Q2 | $516K | Buy |
11,410
+38
| +0.3% | +$1.72K | 0.03% | 148 |
|
|
2024
Q1 | $549K | Sell |
11,372
-163
| -1% | -$7.87K | 0.03% | 135 |
|
|
2023
Q4 | $494K | Sell |
11,535
-229
| -2% | -$9.81K | 0.03% | 144 |
|
|
2023
Q3 | $465K | Buy |
11,764
+430
| +4% | +$17K | 0.03% | 146 |
|
|
2023
Q2 | $464K | Buy |
11,334
+36
| +0.3% | +$1.47K | 0.03% | 145 |
|
|
2023
Q1 | $464K | Hold |
11,298
| – | – | 0.03% | 137 |
|
|
2022
Q4 | $395K | Buy |
11,298
+4
| +0% | +$140 | 0.03% | 145 |
|
|
2022
Q3 | $351K | Sell |
11,294
-78
| -0.7% | -$2.42K | 0.03% | 139 |
|
|
2022
Q2 | $373K | Buy |
11,372
+218
| +2% | +$7.15K | 0.03% | 130 |
|
|
2022
Q1 | $410K | Sell |
11,154
-300
| -3% | -$11K | 0.04% | 124 |
|
|
2021
Q4 | $459K | Buy |
11,454
+8
| +0.1% | +$321 | 0.04% | 120 |
|
|
2021
Q3 | $435K | Buy |
11,446
+302
| +3% | +$11.5K | 0.04% | 115 |
|
|
2021
Q2 | $425K | Buy |
11,144
+8
| +0.1% | +$305 | 0.05% | 113 |
|
|
2021
Q1 | $405K | Buy |
11,136
+4
| +0% | +$145 | 0.06% | 109 |
|
|
2020
Q4 | $369K | Hold |
11,132
| – | – | 0.07% | 108 |
|
|
2020
Q3 | $343K | Buy |
11,132
+996
| +10% | +$30.7K | 0.08% | 112 |
|
|
2020
Q2 | $308K | Hold |
10,136
| – | – | 0.07% | 107 |
|
|
2020
Q1 | $260K | Buy |
10,136
+8,802
| +660% | +$226K | 0.07% | 110 |
|
|
2019
Q4 | $47K | Hold |
1,334
| – | – | 0.02% | 177 |
|
|
2019
Q3 | $45K | Buy |
1,334
+778
| +140% | +$26.2K | 0.02% | 161 |
|
|
2019
Q2 | $18K | Buy |
556
+324
| +140% | +$10.5K | 0.01% | 204 |
|
|
2019
Q1 | $7K | Hold |
232
| – | – | ﹤0.01% | 262 |
|
|
2018
Q4 | $6K | Hold |
232
| – | – | ﹤0.01% | 270 |
|
|
2018
Q3 | $7K | Hold |
232
| – | – | ﹤0.01% | 248 |
|
|
2018
Q2 | $7K | Hold |
232
| – | – | ﹤0.01% | 261 |
|
|
2018
Q1 | $7K | Hold |
232
| – | – | ﹤0.01% | 258 |
|
|
2017
Q4 | $7K | Hold |
232
| – | – | ﹤0.01% | 258 |
|
|
2017
Q3 | $8K | Buy |
+232
| New | +$8K | 0.01% | 246 |
|