Creative Planning’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 | $2.3M | Buy |
43,985
+1,047
| +2% | +$56.5K | ﹤0.01% | 1790 |
|
|
2025
Q4 | $2.28M | Buy |
42,938
+2,775
| +7% | +$144K | ﹤0.01% | 1627 |
|
|
2025
Q3 | $2.02M | Sell |
40,163
-6,512
| -14% | -$321K | ﹤0.01% | 1538 |
|
|
2025
Q2 | $2.25M | Sell |
46,675
-65
| -0.1% | -$3.11K | ﹤0.01% | 1232 |
|
|
2025
Q1 | $2.22M | Buy |
46,740
+10,214
| +28% | +$487K | ﹤0.01% | 1111 |
|
|
2024
Q4 | $1.6M | Sell |
36,526
-1,512
| -4% | -$66.4K | ﹤0.01% | 1285 |
|
|
2024
Q3 | $1.71M | Sell |
38,038
-328
| -0.9% | -$14.5K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $1.73M | Sell |
38,366
-1,967
| -5% | -$92.8K | ﹤0.01% | 1059 |
|
|
2024
Q1 | $1.95M | Sell |
40,333
-32
| -0.1% | -$1.44K | ﹤0.01% | 966 |
|
|
2023
Q4 | $1.73M | Buy |
40,365
+107
| +0.3% | +$4.33K | ﹤0.01% | 968 |
|
|
2023
Q3 | $1.59M | Buy |
40,258
+718
| +2% | +$29K | ﹤0.01% | 957 |
|
|
2023
Q2 | $1.62M | Buy |
39,540
+66
| +0.2% | +$2.71K | ﹤0.01% | 913 |
|
|
2023
Q1 | $1.62M | Hold |
39,474
| – | – | ﹤0.01% | 868 |
|
|
2022
Q4 | $1.38M | Buy |
39,474
+6
| +0% | +$208 | ﹤0.01% | 885 |
|
|
2022
Q3 | $1.23M | Buy |
39,468
+6
| +0% | +$202 | ﹤0.01% | 876 |
|
|
2022
Q2 | $1.29M | Buy |
39,462
+140
| +0.4% | +$5.02K | ﹤0.01% | 868 |
|
|
2022
Q1 | $1.45M | Buy |
39,322
+1,572
| +4% | +$59.6K | ﹤0.01% | 833 |
|
|
2021
Q4 | $1.51M | Buy |
37,750
+3,806
| +11% | +$150K | ﹤0.01% | 784 |
|
|
2021
Q3 | $1.29M | Sell |
33,944
-2,648
| -7% | -$104K | ﹤0.01% | 838 |
|
|
2021
Q2 | $1.4M | Sell |
36,592
-2,092
| -5% | -$78.9K | ﹤0.01% | 802 |
|
|
2021
Q1 | $1.41M | Buy |
38,684
+892
| +2% | +$30.7K | ﹤0.01% | 872 |
|
|
2020
Q4 | $1.25M | Buy |
37,792
+3,894
| +11% | +$125K | ﹤0.01% | 854 |
|
|
2020
Q3 | $1.05M | Buy |
+33,898
| New | +$1.06M | ﹤0.01% | 782 |
|
|
2020
Q1 | – | Sell |
-10,064
| Closed | -$355K | – | 1966 |
|
|
2019
Q4 | $355K | Sell |
10,064
-1,288
| -11% | -$44.4K | ﹤0.01% | 1303 |
|
|
2019
Q3 | $382K | Sell |
11,352
-754
| -6% | -$24.8K | ﹤0.01% | 1222 |
|
|
2019
Q2 | $401K | Buy |
12,106
+1,508
| +14% | +$49.5K | ﹤0.01% | 1195 |
|
|
2019
Q1 | $339K | Sell |
10,598
-2,780
| -21% | -$85.1K | ﹤0.01% | 1262 |
|
|
2018
Q4 | $378K | Buy |
13,378
+928
| +7% | +$27.5K | ﹤0.01% | 1102 |
|
|
2018
Q3 | $394K | Sell |
12,450
-1,210
| -9% | -$38.8K | ﹤0.01% | 1229 |
|
|
2018
Q2 | $431K | Buy |
13,660
+3,382
| +33% | +$110K | ﹤0.01% | 1153 |
|
|
2018
Q1 | $322K | Sell |
10,278
-2,452
| -19% | -$78.3K | ﹤0.01% | 1308 |
|
|
2017
Q4 | $406K | Sell |
12,730
-21,852
| -63% | -$710K | ﹤0.01% | 1190 |
|
|
2017
Q3 | $1.12M | Buy |
34,582
+19,058
| +123% | +$597K | 0.01% | 658 |
|
|
2017
Q2 | $484K | Buy |
15,524
+9,886
| +175% | +$320K | ﹤0.01% | 1029 |
|
|
2017
Q1 | $177K | Buy |
5,638
+1,338
| +31% | +$39.8K | ﹤0.01% | 1565 |
|
|
2016
Q4 | $123K | Sell |
4,300
-30,004
| -87% | -$821K | ﹤0.01% | 1721 |
|
|
2016
Q3 | $922K | Buy |
34,304
+27,640
| +415% | +$730K | 0.01% | 626 |
|
|
2016
Q2 | $168K | Sell |
6,664
-4,548
| -41% | -$118K | ﹤0.01% | 1338 |
|
|
2016
Q1 | $291K | Sell |
11,212
-9,032
| -45% | -$229K | ﹤0.01% | 1010 |
|
|
2015
Q4 | $545K | Buy |
20,244
+2,700
| +15% | +$79.7K | ﹤0.01% | 712 |
|
|
2015
Q3 | $479K | Sell |
17,544
-122,662
| -87% | -$3.69M | ﹤0.01% | 761 |
|
|
2015
Q2 | $4.32M | Buy |
140,206
+105,332
| +302% | +$3.44M | 0.04% | 169 |
|
|
2015
Q1 | $1.15M | Sell |
34,874
-173,992
| -83% | -$5.39M | 0.01% | 420 |
|
|
2014
Q4 | $5.81M | Buy |
208,866
+102,528
| +96% | +$2.9M | 0.06% | 131 |
|
|
2014
Q3 | $3.07M | Buy |
106,338
+106,000
| +31,361% | +$3.05M | 0.04% | 180 |
|
|
2014
Q2 | $10K | Buy |
+338
| New | +$9.84K | ﹤0.01% | 2867 |
|
Other funds holding HEDJ
BIG
