GYL Financial Synergies’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
Q3 | $475K | Hold |
10,570
| – | – | 0.04% | 245 |
|
|
2024
Q2 | $478K | Sell |
10,570
-300
| -3% | -$13.6K | 0.04% | 240 |
|
|
2024
Q1 | $525K | Hold |
10,870
| – | – | 0.04% | 232 |
|
|
2023
Q4 | $466K | Hold |
10,870
| – | – | 0.04% | 247 |
|
|
2023
Q3 | $429K | Hold |
10,870
| – | – | 0.04% | 245 |
|
|
2023
Q2 | $445K | Hold |
10,870
| – | – | 0.04% | 249 |
|
|
2023
Q1 | $447K | Buy |
10,870
+1,670
| +18% | +$68.6K | 0.05% | 202 |
|
|
2022
Q4 | $322K | Hold |
9,200
| – | – | 0.07% | 169 |
|
|
2022
Q3 | $286K | Hold |
9,200
| – | – | 0.08% | 156 |
|
|
2022
Q2 | $301K | Hold |
9,200
| – | – | 0.08% | 150 |
|
|
2022
Q1 | $339K | Hold |
9,200
| – | – | 0.08% | 146 |
|
|
2021
Q4 | $369K | Hold |
9,200
| – | – | 0.1% | 148 |
|
|
2021
Q3 | $350K | Hold |
9,200
| – | – | 0.18% | 134 |
|
|
2021
Q2 | $351K | Hold |
9,200
| – | – | 0.18% | 132 |
|
|
2021
Q1 | $335K | Hold |
9,200
| – | – | 0.18% | 132 |
|
|
2020
Q4 | $305K | Hold |
9,200
| – | – | 0.18% | 131 |
|
|
2020
Q3 | $284K | Hold |
9,200
| – | – | 0.19% | 127 |
|
|
2020
Q2 | $279K | Hold |
9,200
| – | – | 0.2% | 124 |
|
|
2020
Q1 | $236K | Hold |
9,200
| – | – | 0.15% | 125 |
|
|
2019
Q4 | $325K | Hold |
9,200
| – | – | 0.14% | 118 |
|
|
2019
Q3 | $310K | Hold |
9,200
| – | – | 0.15% | 120 |
|
|
2019
Q2 | $304K | Hold |
9,200
| – | – | 0.16% | 109 |
|
|
2019
Q1 | $294K | Hold |
9,200
| – | – | 0.17% | 108 |
|
|
2018
Q4 | $260K | Buy |
+9,200
| New | +$260K | 0.19% | 107 |
|