Cerity Partners’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 | $1.4M | Buy |
29,025
+13,432
| +86% | +$646K | ﹤0.01% | 1367 |
|
|
2025
Q1 | $740K | Hold |
15,593
| – | – | ﹤0.01% | 1559 |
|
|
2024
Q4 | $682K | Sell |
15,593
-5,353
| -26% | -$234K | ﹤0.01% | 1590 |
|
|
2024
Q3 | $940K | Sell |
20,946
-6,892
| -25% | -$309K | ﹤0.01% | 1420 |
|
|
2024
Q2 | $1.26M | Buy |
27,838
+6,414
| +30% | +$290K | ﹤0.01% | 1118 |
|
|
2024
Q1 | $1.03M | Sell |
21,424
-4,230
| -16% | -$204K | ﹤0.01% | 1259 |
|
|
2023
Q4 | $1.1M | Buy |
25,654
+5,978
| +30% | +$256K | ﹤0.01% | 949 |
|
|
2023
Q3 | $777K | Sell |
19,676
-10,904
| -36% | -$431K | ﹤0.01% | 818 |
|
|
2023
Q2 | $1.25M | Buy |
30,580
+6,260
| +26% | +$256K | ﹤0.01% | 854 |
|
|
2023
Q1 | $1,000K | Sell |
24,320
-248
| -1% | -$10.2K | ﹤0.01% | 971 |
|
|
2022
Q4 | $860K | Buy |
24,568
+17,680
| +257% | +$619K | 0.01% | 737 |
|
|
2022
Q3 | $214K | Sell |
6,888
-802
| -10% | -$24.9K | ﹤0.01% | 1031 |
|
|
2022
Q2 | $252K | Hold |
7,690
| – | – | ﹤0.01% | 978 |
|
|
2022
Q1 | $283K | Hold |
7,690
| – | – | ﹤0.01% | 745 |
|
|
2021
Q4 | $308K | Sell |
7,690
-1,478
| -16% | -$59.2K | ﹤0.01% | 759 |
|
|
2021
Q3 | $349K | Hold |
9,168
| – | – | 0.01% | 539 |
|
|
2021
Q2 | $349K | Sell |
9,168
-292
| -3% | -$11.1K | 0.01% | 541 |
|
|
2021
Q1 | $344K | Sell |
9,460
-4,300
| -31% | -$156K | 0.01% | 521 |
|
|
2020
Q4 | $456K | Sell |
13,760
-5,652
| -29% | -$187K | 0.01% | 432 |
|
|
2020
Q3 | $599K | Sell |
19,412
-6,596
| -25% | -$204K | 0.02% | 299 |
|
|
2020
Q2 | $790K | Sell |
26,008
-11,716
| -31% | -$356K | 0.04% | 230 |
|
|
2020
Q1 | $966K | Sell |
37,724
-25,960
| -41% | -$665K | 0.06% | 212 |
|
|
2019
Q4 | $2.25M | Buy |
63,684
+5,360
| +9% | +$189K | 0.11% | 150 |
|
|
2019
Q3 | $1.96M | Sell |
58,324
-50,224
| -46% | -$1.69M | 0.12% | 161 |
|
|
2019
Q2 | $3.59M | Buy |
+108,548
| New | +$3.59M | 0.23% | 105 |
|
|
2018
Q3 | – | Sell |
-6,392
| Closed | -$202K | – | 551 |
|
|
2018
Q2 | $202K | Buy |
+6,392
| New | +$202K | 0.01% | 512 |
|
|
2018
Q1 | – | Sell |
-6,572
| Closed | -$209K | – | 554 |
|
|
2017
Q4 | $209K | Buy |
+6,572
| New | +$209K | 0.01% | 525 |
|