Great Valley Advisor Group’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 | $258K | Buy |
5,371
+14
| +0.3% | +$674 | 0.01% | 787 |
|
|
2025
Q1 | $254K | Sell |
5,357
-532
| -9% | -$25.3K | 0.01% | 774 |
|
|
2024
Q4 | $257K | Buy |
5,889
+6
| +0.1% | +$262 | 0.01% | 737 |
|
|
2024
Q3 | $264K | Sell |
5,883
-20,659
| -78% | -$928K | 0.01% | 726 |
|
|
2024
Q2 | $1.2M | Buy |
26,542
+21,676
| +445% | +$980K | 0.03% | 358 |
|
|
2024
Q1 | $235K | Hold |
4,866
| – | – | 0.01% | 663 |
|
|
2023
Q4 | $209K | Buy |
+4,866
| New | +$209K | 0.01% | 668 |
|
|
2023
Q2 | – | Sell |
-4,866
| Closed | -$200K | – | 718 |
|
|
2023
Q1 | $200K | Buy |
+4,866
| New | +$200K | 0.01% | 656 |
|