IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.2K | Buy |
1,729
+529
| +44% | +$25.5K | ﹤0.01% | 1748 |
|
|
2025
Q1 | $57K | Hold |
1,200
| – | – | ﹤0.01% | 1836 |
|
|
2024
Q4 | $52.5K | Hold |
1,200
| – | – | ﹤0.01% | 1811 |
|
|
2024
Q3 | $53.9K | Hold |
1,200
| – | – | ﹤0.01% | 1697 |
|
|
2024
Q2 | $54.3K | Buy |
+1,200
| New | +$54.3K | ﹤0.01% | 1643 |
|
|
2023
Q2 | – | Sell |
-2,038
| Closed | -$67.2K | – | 3503 |
|
|
2023
Q1 | $67.2K | Sell |
2,038
-480
| -19% | -$15.8K | ﹤0.01% | 1433 |
|
|
2022
Q4 | $83K | Sell |
2,518
-1,876
| -43% | -$61.8K | ﹤0.01% | 1866 |
|
|
2022
Q3 | $145K | Buy |
4,394
+1,800
| +69% | +$59.4K | ﹤0.01% | 1610 |
|
|
2022
Q2 | $86K | Hold |
2,594
| – | – | ﹤0.01% | 1793 |
|
|
2022
Q1 | $86K | Buy |
2,594
+2,356
| +990% | +$78.1K | ﹤0.01% | 1793 |
|
|
2021
Q4 | $10K | Hold |
238
| – | – | ﹤0.01% | 2179 |
|
|
2021
Q3 | $9K | Hold |
238
| – | – | ﹤0.01% | 2265 |
|
|
2021
Q2 | $9K | Hold |
238
| – | – | ﹤0.01% | 2237 |
|
|
2021
Q1 | $9K | Hold |
238
| – | – | ﹤0.01% | 2160 |
|
|
2020
Q4 | $8K | Hold |
238
| – | – | ﹤0.01% | 2142 |
|
|
2020
Q3 | $7K | Sell |
238
-600
| -72% | -$17.6K | ﹤0.01% | 2027 |
|
|
2020
Q2 | $25K | Sell |
838
-22
| -3% | -$656 | ﹤0.01% | 1481 |
|
|
2020
Q1 | $23K | Sell |
860
-4,558
| -84% | -$122K | ﹤0.01% | 1421 |
|
|
2019
Q4 | $192K | Buy |
5,418
+1,834
| +51% | +$65K | 0.01% | 680 |
|
|
2019
Q3 | $120K | Buy |
+3,584
| New | +$120K | 0.01% | 978 |
|
|
2019
Q1 | $116K | Sell |
3,628
-20,092
| -85% | -$642K | 0.02% | 641 |
|
|
2018
Q4 | $666K | Sell |
23,720
-3,000
| -11% | -$84.2K | 0.04% | 456 |
|
|
2018
Q3 | $845K | Buy |
26,720
+11,460
| +75% | +$362K | 0.03% | 480 |
|
|
2018
Q2 | $482K | Sell |
15,260
-2,242
| -13% | -$70.8K | 0.02% | 670 |
|
|
2018
Q1 | $558K | Hold |
17,502
| – | – | 0.03% | 580 |
|
|
2017
Q4 | $558K | Sell |
17,502
-3,264
| -16% | -$104K | 0.03% | 578 |
|
|
2017
Q3 | $672K | Sell |
20,766
-3,000
| -13% | -$97.1K | 0.03% | 576 |
|
|
2017
Q2 | $741K | Sell |
23,766
-2,678
| -10% | -$83.5K | 0.03% | 524 |
|
|
2017
Q1 | $830K | Sell |
26,444
-9,942
| -27% | -$312K | 0.04% | 484 |
|
|
2016
Q4 | $1.04M | Sell |
36,386
-6,744
| -16% | -$194K | 0.05% | 366 |
|
|
2016
Q3 | $1.16M | Sell |
43,130
-4,382
| -9% | -$118K | 0.06% | 324 |
|
|
2016
Q2 | $1.2M | Buy |
47,512
+43,884
| +1,210% | +$1.11M | 0.07% | 318 |
|
|
2016
Q1 | $116K | Sell |
3,628
-58,054
| -94% | -$1.86M | 0.02% | 641 |
|
|
2015
Q4 | $1.66M | Buy |
+61,682
| New | +$1.66M | 0.11% | 196 |
|