CAPTRUST Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $214K | Sell |
4,098
-130
| -3% | -$7.02K | ﹤0.01% | 2636 |
|
|
2025
Q4 | $224K | Buy |
+4,228
| New | +$219K | ﹤0.01% | 2446 |
|
|
2022
Q3 | – | Sell |
-1,772
| Closed | -$58K | – | 2924 |
|
|
2022
Q2 | $58K | Hold |
1,772
| – | – | ﹤0.01% | 2626 |
|
|
2022
Q1 | $65K | Hold |
1,772
| – | – | ﹤0.01% | 2596 |
|
|
2021
Q4 | $71K | Hold |
1,772
| – | – | ﹤0.01% | 2406 |
|
|
2021
Q3 | $67K | Hold |
1,772
| – | – | ﹤0.01% | 2377 |
|
|
2021
Q2 | $68K | Buy |
1,772
+106
| +6% | +$4K | ﹤0.01% | 2308 |
|
|
2021
Q1 | $61K | Buy |
1,666
+120
| +8% | +$4.13K | ﹤0.01% | 2298 |
|
|
2020
Q4 | $51K | Sell |
1,546
-912
| -37% | -$29.3K | ﹤0.01% | 1819 |
|
|
2020
Q3 | $76K | Buy |
2,458
+2
| +0.1% | +$62 | ﹤0.01% | 1466 |
|
|
2020
Q2 | $74K | Sell |
2,456
-550
| -18% | -$15.6K | ﹤0.01% | 1464 |
|
|
2020
Q1 | $74K | Buy |
+3,006
| New | +$95.9K | ﹤0.01% | 1246 |
|
|
2019
Q4 | – | Sell |
-2,904
| Closed | -$98K | – | 1346 |
|
|
2019
Q3 | $98K | Buy |
2,904
+318
| +12% | +$10.5K | ﹤0.01% | 782 |
|
|
2019
Q2 | $86K | Hold |
2,586
| – | – | ﹤0.01% | 801 |
|
|
2019
Q1 | $83K | Buy |
2,586
+322
| +14% | +$9.86K | ﹤0.01% | 753 |
|
|
2018
Q4 | $64K | Buy |
2,264
+554
| +32% | +$16.4K | ﹤0.01% | 706 |
|
|
2018
Q3 | $54K | Hold |
1,710
| – | – | ﹤0.01% | 756 |
|
|
2018
Q2 | $54K | Sell |
1,710
-40
| -2% | -$1.3K | ﹤0.01% | 661 |
|
|
2018
Q1 | $54K | Buy |
1,750
+1,310
| +298% | +$41.8K | ﹤0.01% | 588 |
|
|
2017
Q4 | $14K | Sell |
440
-100
| -19% | -$3.25K | ﹤0.01% | 905 |
|
|
2017
Q3 | $17K | Buy |
540
+100
| +23% | +$3.13K | ﹤0.01% | 388 |
|
|
2017
Q2 | $14K | Buy |
+440
| New | +$14.3K | ﹤0.01% | 207 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$11K | – | 122 |
|
|
2016
Q4 | $11K | Sell |
400
-38,626
| -99% | -$1.06M | ﹤0.01% | 152 |
|
|
2016
Q3 | $986K | Sell |
39,026
-326
| -0.8% | -$8.62K | 0.11% | 16 |
|
|
2016
Q2 | $994K | Sell |
39,352
-15,008
| -28% | -$390K | 0.11% | 13 |
|
|
2016
Q1 | $1.41M | Buy |
54,360
+530
| +1% | +$13.4K | 0.15% | 18 |
|
|
2015
Q4 | $1.45M | Buy |
53,830
+52,930
| +5,881% | +$1.56M | 0.15% | 33 |
|
|
2015
Q3 | $25K | Sell |
900
-2,524
| -74% | -$75.9K | ﹤0.01% | 127 |
|
|
2015
Q2 | $105K | Buy |
3,424
+2,124
| +163% | +$69.4K | 0.02% | 70 |
|
|
2015
Q1 | $43K | Buy |
+1,300
| New | +$40.3K | 0.01% | 96 |
|
Other funds holding HEDJ
BIG
