DHK Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,999
| Closed | -$966K | – | 82 |
|
|
2024
Q1 | $966K | Hold |
19,999
| – | – | 0.68% | 42 |
|
|
2023
Q4 | $857K | Buy |
19,999
+63
| +0.3% | +$2.7K | 0.64% | 39 |
|
|
2023
Q3 | $787K | Buy |
19,936
+36
| +0.2% | +$1.42K | 0.7% | 34 |
|
|
2023
Q2 | $815K | Buy |
19,900
+572
| +3% | +$23.4K | 0.69% | 37 |
|
|
2023
Q1 | $795K | Hold |
19,328
| – | – | 0.99% | 24 |
|
|
2022
Q4 | $676K | Buy |
19,328
+54
| +0.3% | +$1.89K | 0.94% | 25 |
|
|
2022
Q3 | $600K | Buy |
19,274
+52
| +0.3% | +$1.62K | 0.98% | 26 |
|
|
2022
Q2 | $630K | Buy |
19,222
+442
| +2% | +$14.5K | 0.6% | 28 |
|
|
2022
Q1 | $691K | Buy |
18,780
+22
| +0.1% | +$809 | 0.58% | 28 |
|
|
2021
Q4 | $752K | Buy |
+18,758
| New | +$752K | 0.71% | 25 |
|