IHT 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 | $547K | Sell |
11,375
-45
| -0.4% | -$2.17K | 0.02% | 673 |
|
|
2025
Q1 | $542K | Sell |
11,420
-1,042
| -8% | -$49.5K | 0.02% | 646 |
|
|
2024
Q4 | $545K | Sell |
12,462
-20
| -0.2% | -$874 | 0.02% | 655 |
|
|
2024
Q3 | $560K | Sell |
12,482
-470
| -4% | -$21.1K | 0.02% | 687 |
|
|
2024
Q2 | $586K | Sell |
12,952
-660
| -5% | -$29.8K | 0.02% | 588 |
|
|
2024
Q1 | $657K | Sell |
13,612
-46
| -0.3% | -$2.22K | 0.03% | 547 |
|
|
2023
Q4 | $585K | Sell |
13,658
-90
| -0.7% | -$3.86K | 0.03% | 542 |
|
|
2023
Q3 | $543K | Sell |
13,748
-1,190
| -8% | -$47K | 0.03% | 528 |
|
|
2023
Q2 | $611K | Sell |
14,938
-422
| -3% | -$17.3K | 0.03% | 482 |
|
|
2023
Q1 | $631K | Sell |
15,360
-984
| -6% | -$40.4K | 0.04% | 438 |
|
|
2022
Q4 | $572K | Sell |
16,344
-140
| -0.8% | -$4.9K | 0.04% | 447 |
|
|
2022
Q3 | $513K | Sell |
16,484
-1,444
| -8% | -$44.9K | 0.04% | 450 |
|
|
2022
Q2 | $588K | Sell |
17,928
-64
| -0.4% | -$2.1K | 0.05% | 347 |
|
|
2022
Q1 | $662K | Sell |
17,992
-1,010
| -5% | -$37.2K | 0.05% | 338 |
|
|
2021
Q4 | $762K | Sell |
19,002
-2,002
| -10% | -$80.3K | 0.06% | 319 |
|
|
2021
Q3 | $799K | Sell |
21,004
-12,270
| -37% | -$467K | 0.07% | 297 |
|
|
2021
Q2 | $1.27M | Sell |
33,274
-2,720
| -8% | -$104K | 0.08% | 269 |
|
|
2021
Q1 | $1.31M | Sell |
35,994
-5,226
| -13% | -$190K | 0.09% | 220 |
|
|
2020
Q4 | $1.37M | Sell |
41,220
-6,980
| -14% | -$231K | 0.11% | 192 |
|
|
2020
Q3 | $1.49M | Buy |
48,200
+2,330
| +5% | +$71.9K | 0.15% | 143 |
|
|
2020
Q2 | $1.39M | Sell |
45,870
-12,600
| -22% | -$382K | 0.19% | 123 |
|
|
2020
Q1 | $1.5M | Sell |
58,470
-980
| -2% | -$25.1K | 0.22% | 114 |
|
|
2019
Q4 | $2.1M | Buy |
59,450
+654
| +1% | +$23.1K | 0.25% | 92 |
|
|
2019
Q3 | $1.98M | Sell |
58,796
-1,888
| -3% | -$63.5K | 0.27% | 88 |
|
|
2019
Q2 | $2.01M | Sell |
60,684
-476
| -0.8% | -$15.8K | 0.29% | 83 |
|
|
2019
Q1 | $1.95M | Sell |
61,160
-1,520
| -2% | -$48.6K | 0.33% | 76 |
|
|
2018
Q4 | $1.77M | Buy |
62,680
+13,176
| +27% | +$372K | 0.34% | 75 |
|
|
2018
Q3 | $1.57M | Buy |
49,504
+5,328
| +12% | +$168K | 0.34% | 75 |
|
|
2018
Q2 | $1.4M | Buy |
44,176
+2,380
| +6% | +$75.2K | 0.36% | 71 |
|
|
2018
Q1 | $1.29M | Buy |
41,796
+8,304
| +25% | +$257K | 0.35% | 62 |
|
|
2017
Q4 | $1.1M | Buy |
33,492
+1,936
| +6% | +$63.7K | 0.29% | 91 |
|
|
2017
Q3 | $1.02M | Buy |
31,556
+31,200
| +8,764% | +$1.01M | 0.44% | 57 |
|
|
2017
Q2 | $60 | Hold |
356
| – | – | 0.03% | 468 |
|
|
2017
Q1 | $5K | Sell |
356
-2,498
| -88% | -$35.1K | ﹤0.01% | 952 |
|
|
2016
Q4 | $83K | Buy |
+2,854
| New | +$83K | 0.06% | 297 |
|