Howard Wealth Management’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 | $211K | Hold |
4,395
| – | – | 0.11% | 118 |
|
|
2025
Q1 | $209K | Buy |
+4,395
| New | +$209K | 0.12% | 112 |
|
|
2024
Q2 | – | Sell |
-4,395
| Closed | -$212K | – | 98 |
|
|
2024
Q1 | $212K | Buy |
+4,395
| New | +$212K | 0.17% | 96 |
|
|
2022
Q2 | – | Sell |
-5,664
| Closed | -$208K | – | 84 |
|
|
2022
Q1 | $208K | Sell |
5,664
-250
| -4% | -$9.18K | 0.11% | 128 |
|
|
2021
Q4 | $237K | Buy |
5,914
+6
| +0.1% | +$240 | 0.13% | 118 |
|
|
2021
Q3 | $224K | Hold |
5,908
| – | – | 0.13% | 115 |
|
|
2021
Q2 | $225K | Sell |
5,908
-36
| -0.6% | -$1.37K | 0.12% | 119 |
|
|
2021
Q1 | $216K | Sell |
5,944
-10,184
| -63% | -$370K | 0.13% | 120 |
|
|
2020
Q4 | $534K | Sell |
16,128
-1,816
| -10% | -$60.1K | 0.33% | 71 |
|
|
2020
Q3 | $554K | Sell |
17,944
-1,208
| -6% | -$37.3K | 0.4% | 61 |
|
|
2020
Q2 | $581K | Buy |
19,152
+320
| +2% | +$9.71K | 0.47% | 56 |
|
|
2020
Q1 | $482K | Buy |
18,832
+1,014
| +6% | +$26K | 0.51% | 49 |
|
|
2019
Q4 | $628K | Buy |
+17,818
| New | +$628K | 0.52% | 40 |
|