Carson Wealth (CWM LLC)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Sell |
2,403
-192
| -7% | -$9.27K | ﹤0.01% | 2584 |
|
|
2025
Q1 | $123K | Sell |
2,595
-264,348
| -99% | -$12.5M | ﹤0.01% | 2248 |
|
|
2024
Q4 | $11.7M | Buy |
266,943
+85,650
| +47% | +$3.74M | 0.05% | 295 |
|
|
2024
Q3 | $8.14M | Buy |
181,293
+150,463
| +488% | +$6.76M | 0.04% | 342 |
|
|
2024
Q2 | $1.39M | Buy |
30,830
+19,649
| +176% | +$888K | 0.01% | 753 |
|
|
2024
Q1 | $540K | Buy |
11,181
+7,074
| +172% | +$342K | ﹤0.01% | 1103 |
|
|
2023
Q4 | $176K | Buy |
4,107
+1,441
| +54% | +$61.8K | ﹤0.01% | 1468 |
|
|
2023
Q3 | $105K | Buy |
2,666
+2
| +0.1% | +$79 | ﹤0.01% | 1593 |
|
|
2023
Q2 | $109K | Buy |
2,664
+34
| +1% | +$1.39K | ﹤0.01% | 1521 |
|
|
2023
Q1 | $108K | Hold |
2,630
| – | – | ﹤0.01% | 1449 |
|
|
2022
Q4 | $92K | Buy |
2,630
+4
| +0.2% | +$140 | ﹤0.01% | 1413 |
|
|
2022
Q3 | $82K | Hold |
2,626
| – | – | ﹤0.01% | 1423 |
|
|
2022
Q2 | $86K | Sell |
2,626
-354
| -12% | -$11.6K | ﹤0.01% | 1376 |
|
|
2022
Q1 | $110K | Buy |
2,980
+1,514
| +103% | +$55.9K | ﹤0.01% | 1287 |
|
|
2021
Q4 | $59K | Buy |
+1,466
| New | +$59K | ﹤0.01% | 1501 |
|
|
2021
Q2 | $29K | Hold |
766
| – | – | ﹤0.01% | 1625 |
|
|
2021
Q1 | $29K | Hold |
766
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q4 | $29K | Hold |
766
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q3 | $29K | Hold |
766
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q2 | $29K | Hold |
766
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q1 | $29K | Hold |
766
| – | – | ﹤0.01% | 1625 |
|
|
2019
Q4 | $29K | Hold |
766
| – | – | ﹤0.01% | 1625 |
|
|
2019
Q3 | $29K | Hold |
766
| – | – | ﹤0.01% | 1625 |
|
|
2019
Q2 | $29K | Hold |
766
| – | – | ﹤0.01% | 1625 |
|
|
2019
Q1 | $29K | Buy |
766
+396
| +107% | +$15K | ﹤0.01% | 1625 |
|
|
2018
Q4 | $10K | Buy |
370
+228
| +161% | +$6.16K | ﹤0.01% | 1322 |
|
|
2018
Q3 | $4K | Hold |
142
| – | – | ﹤0.01% | 1389 |
|
|
2018
Q2 | $4K | Sell |
142
-76
| -35% | -$2.14K | ﹤0.01% | 1237 |
|
|
2018
Q1 | $7K | Sell |
218
-112
| -34% | -$3.6K | ﹤0.01% | 931 |
|
|
2017
Q4 | $11K | Sell |
330
-186
| -36% | -$6.2K | ﹤0.01% | 853 |
|
|
2017
Q3 | $17K | Buy |
516
+298
| +137% | +$9.82K | ﹤0.01% | 743 |
|
|
2017
Q2 | $7K | Hold |
218
| – | – | ﹤0.01% | 835 |
|
|
2017
Q1 | $7K | Sell |
218
-38
| -15% | -$1.22K | ﹤0.01% | 816 |
|
|
2016
Q4 | $7K | Sell |
256
-8
| -3% | -$219 | ﹤0.01% | 788 |
|
|
2016
Q3 | $7K | Buy |
264
+62
| +31% | +$1.64K | ﹤0.01% | 769 |
|
|
2016
Q2 | $5K | Sell |
202
-856
| -81% | -$21.2K | ﹤0.01% | 623 |
|
|
2016
Q1 | $27K | Sell |
1,058
-25,088
| -96% | -$640K | ﹤0.01% | 408 |
|
|
2015
Q4 | $703K | Sell |
26,146
-43,382
| -62% | -$1.17M | 0.07% | 158 |
|
|
2015
Q3 | $1.9M | Buy |
+69,528
| New | +$1.9M | 0.19% | 125 |
|