CSM 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
Sell
-71,237
Closed -$3.78M 426
2025
Q4
$3.78M Buy
71,237
+14,877
+26% +$771K 0.1% 224
2025
Q3
$2.84M Buy
56,360
+6,804
+14% +$336K 0.08% 268
2025
Q2
$2.39M Hold
49,556
0.07% 275
2025
Q1
$2.35M Sell
49,556
-42
-0.1% -$2K 0.13% 91
2024
Q4
$2.17M Buy
49,598
+2,091
+4% +$91.8K 0.1% 93
2024
Q3
$2.13M Buy
47,507
+1,481
+3% +$65.4K 0.14% 96
2024
Q2
$2.08M Buy
46,026
+8,093
+21% +$382K 0.15% 88
2024
Q1
$1.83M Buy
37,933
+39
+0.1% +$1.75K 0.12% 98
2023
Q4
$1.62M Sell
37,894
-294
-0.8% -$11.9K 0.12% 99
2023
Q3
$1.51M Hold
38,188
0.13% 90
2023
Q2
$1.56M Buy
38,188
+404
+1% +$16.6K 0.12% 95
2023
Q1
$1.55M Buy
37,784
+542
+1% +$21.3K 0.13% 89
2022
Q4
$1.3M Buy
37,242
+1,136
+3% +$39.4K 0.12% 90
2022
Q3
$1.12M Buy
+36,106
New +$1.22M 0.12% 90

Other funds holding HEDJ