Global Retirement 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 | $3.28K | Buy |
+68
| New | +$3.28K | ﹤0.01% | 3055 |
|
|
2024
Q4 | $2.93K | Hold |
67
| – | – | ﹤0.01% | 2925 |
|
|
2024
Q3 | $2.99K | Sell |
67
-79
| -54% | -$3.53K | ﹤0.01% | 2781 |
|
|
2024
Q2 | $6.58K | Buy |
+146
| New | +$6.58K | ﹤0.01% | 2480 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$188 | – | 3409 |
|
|
2023
Q3 | $188 | Sell |
5
-3,161
| -100% | -$119K | ﹤0.01% | 3119 |
|
|
2023
Q2 | $130K | Buy |
+3,166
| New | +$130K | 0.01% | 843 |
|
|
2020
Q3 | – | Sell |
-1,200
| Closed | -$36K | – | 1659 |
|
|
2020
Q2 | $36K | Sell |
1,200
-418
| -26% | -$12.5K | 0.01% | 729 |
|
|
2020
Q1 | $41K | Buy |
1,618
+618
| +62% | +$15.7K | 0.01% | 616 |
|
|
2019
Q4 | $35K | Buy |
+1,000
| New | +$35K | 0.01% | 741 |
|
|
2019
Q2 | – | Sell |
-2,900
| Closed | -$93K | – | 1644 |
|
|
2019
Q1 | $93K | Hold |
2,900
| – | – | 0.02% | 407 |
|
|
2018
Q4 | $82K | Hold |
2,900
| – | – | 0.02% | 414 |
|
|
2018
Q3 | $92K | Hold |
2,900
| – | – | 0.02% | 411 |
|
|
2018
Q2 | $92K | Hold |
2,900
| – | – | 0.02% | 402 |
|
|
2018
Q1 | $91K | Hold |
2,900
| – | – | 0.03% | 393 |
|
|
2017
Q4 | $92K | Sell |
2,900
-1,392
| -32% | -$44.2K | 0.03% | 383 |
|
|
2017
Q3 | $139K | Buy |
4,292
+1,392
| +48% | +$45.1K | 0.06% | 277 |
|
|
2017
Q2 | $90K | Hold |
2,900
| – | – | 0.04% | 315 |
|
|
2017
Q1 | $91K | Sell |
2,900
-446
| -13% | -$14K | 0.05% | 291 |
|
|
2016
Q4 | $96K | Buy |
+3,346
| New | +$96K | 0.06% | 242 |
|