Creative Planning’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 | $2.25M | Sell |
46,675
-65
| -0.1% | -$3.13K | ﹤0.01% | 1229 |
|
|
2025
Q1 | $2.22M | Buy |
46,740
+10,214
| +28% | +$485K | ﹤0.01% | 1108 |
|
|
2024
Q4 | $1.6M | Sell |
36,526
-1,512
| -4% | -$66.1K | ﹤0.01% | 1282 |
|
|
2024
Q3 | $1.71M | Sell |
38,038
-328
| -0.9% | -$14.7K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $1.73M | Sell |
38,366
-1,967
| -5% | -$88.9K | ﹤0.01% | 1056 |
|
|
2024
Q1 | $1.95M | Sell |
40,333
-32
| -0.1% | -$1.55K | ﹤0.01% | 964 |
|
|
2023
Q4 | $1.73M | Buy |
40,365
+107
| +0.3% | +$4.59K | ﹤0.01% | 965 |
|
|
2023
Q3 | $1.59M | Buy |
40,258
+718
| +2% | +$28.4K | ﹤0.01% | 954 |
|
|
2023
Q2 | $1.62M | Buy |
39,540
+66
| +0.2% | +$2.7K | ﹤0.01% | 910 |
|
|
2023
Q1 | $1.62M | Hold |
39,474
| – | – | ﹤0.01% | 864 |
|
|
2022
Q4 | $1.38M | Buy |
39,474
+6
| +0% | +$210 | ﹤0.01% | 883 |
|
|
2022
Q3 | $1.23M | Buy |
39,468
+6
| +0% | +$187 | ﹤0.01% | 873 |
|
|
2022
Q2 | $1.29M | Buy |
39,462
+140
| +0.4% | +$4.59K | ﹤0.01% | 865 |
|
|
2022
Q1 | $1.45M | Buy |
39,322
+1,572
| +4% | +$57.8K | ﹤0.01% | 833 |
|
|
2021
Q4 | $1.51M | Buy |
37,750
+3,806
| +11% | +$153K | ﹤0.01% | 784 |
|
|
2021
Q3 | $1.29M | Sell |
33,944
-2,648
| -7% | -$101K | ﹤0.01% | 838 |
|
|
2021
Q2 | $1.4M | Sell |
36,592
-2,092
| -5% | -$79.8K | ﹤0.01% | 802 |
|
|
2021
Q1 | $1.41M | Buy |
38,684
+892
| +2% | +$32.4K | ﹤0.01% | 862 |
|
|
2020
Q4 | $1.25M | Buy |
37,792
+3,894
| +11% | +$129K | ﹤0.01% | 844 |
|
|
2020
Q3 | $1.05M | Buy |
+33,898
| New | +$1.05M | ﹤0.01% | 774 |
|
|
2020
Q1 | – | Sell |
-10,064
| Closed | -$355K | – | 1815 |
|
|
2019
Q4 | $355K | Sell |
10,064
-1,288
| -11% | -$45.4K | ﹤0.01% | 1294 |
|
|
2019
Q3 | $382K | Sell |
11,352
-754
| -6% | -$25.4K | ﹤0.01% | 1215 |
|
|
2019
Q2 | $401K | Buy |
12,106
+1,508
| +14% | +$50K | ﹤0.01% | 1189 |
|
|
2019
Q1 | $339K | Sell |
10,598
-2,780
| -21% | -$88.9K | ﹤0.01% | 1253 |
|
|
2018
Q4 | $378K | Buy |
13,378
+928
| +7% | +$26.2K | ﹤0.01% | 1095 |
|
|
2018
Q3 | $394K | Sell |
12,450
-1,210
| -9% | -$38.3K | ﹤0.01% | 1219 |
|
|
2018
Q2 | $431K | Buy |
13,660
+3,382
| +33% | +$107K | ﹤0.01% | 1143 |
|
|
2018
Q1 | $322K | Sell |
10,278
-2,452
| -19% | -$76.8K | ﹤0.01% | 1296 |
|
|
2017
Q4 | $406K | Sell |
12,730
-21,852
| -63% | -$697K | ﹤0.01% | 1180 |
|
|
2017
Q3 | $1.12M | Buy |
34,582
+19,058
| +123% | +$617K | 0.01% | 655 |
|
|
2017
Q2 | $484K | Buy |
15,524
+9,886
| +175% | +$308K | ﹤0.01% | 1020 |
|
|
2017
Q1 | $177K | Buy |
5,638
+1,338
| +31% | +$42K | ﹤0.01% | 1555 |
|
|
2016
Q4 | $123K | Sell |
4,300
-30,004
| -87% | -$858K | ﹤0.01% | 1709 |
|
|
2016
Q3 | $922K | Buy |
34,304
+27,640
| +415% | +$743K | 0.01% | 623 |
|
|
2016
Q2 | $168K | Sell |
6,664
-4,548
| -41% | -$115K | ﹤0.01% | 1332 |
|
|
2016
Q1 | $291K | Sell |
11,212
-9,032
| -45% | -$234K | ﹤0.01% | 1007 |
|
|
2015
Q4 | $545K | Buy |
20,244
+2,700
| +15% | +$72.7K | ﹤0.01% | 707 |
|
|
2015
Q3 | $479K | Sell |
17,544
-122,662
| -87% | -$3.35M | ﹤0.01% | 759 |
|
|
2015
Q2 | $4.32M | Buy |
140,206
+105,332
| +302% | +$3.24M | 0.04% | 169 |
|
|
2015
Q1 | $1.15M | Sell |
34,874
-173,992
| -83% | -$5.75M | 0.01% | 419 |
|
|
2014
Q4 | $5.81M | Buy |
208,866
+102,528
| +96% | +$2.85M | 0.06% | 131 |
|
|
2014
Q3 | $3.07M | Buy |
106,338
+106,000
| +31,361% | +$3.06M | 0.04% | 180 |
|
|
2014
Q2 | $10K | Buy |
+338
| New | +$10K | ﹤0.01% | 2807 |
|