Integrated Wealth Concepts’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 | – | Sell |
-23,536
| Closed | -$1.12M | – | 1940 |
|
|
2025
Q1 | $1.12M | Buy |
23,536
+434
| +2% | +$20.6K | 0.01% | 782 |
|
|
2024
Q4 | $1.01M | Buy |
23,102
+593
| +3% | +$25.9K | 0.01% | 803 |
|
|
2024
Q3 | $1.01M | Buy |
22,509
+840
| +4% | +$37.7K | 0.01% | 795 |
|
|
2024
Q2 | $980K | Buy |
21,669
+1,474
| +7% | +$66.6K | 0.01% | 770 |
|
|
2024
Q1 | $975K | Sell |
20,195
-1,576
| -7% | -$76.1K | 0.01% | 762 |
|
|
2023
Q4 | $933K | Buy |
21,771
+913
| +4% | +$39.1K | 0.02% | 751 |
|
|
2023
Q3 | $824K | Buy |
20,858
+1,472
| +8% | +$58.1K | 0.01% | 768 |
|
|
2023
Q2 | $794K | Buy |
+19,386
| New | +$794K | 0.01% | 774 |
|
|
2020
Q1 | – | Sell |
-19,348
| Closed | -$683K | – | 442 |
|
|
2019
Q4 | $683K | Buy |
19,348
+102
| +0.5% | +$3.6K | 0.06% | 221 |
|
|
2019
Q3 | $648K | Sell |
19,246
-1,408
| -7% | -$47.4K | 0.07% | 172 |
|
|
2019
Q2 | $683K | Sell |
20,654
-72
| -0.3% | -$2.38K | 0.09% | 146 |
|
|
2019
Q1 | $662K | Sell |
20,726
-1,130
| -5% | -$36.1K | 0.11% | 136 |
|
|
2018
Q4 | $617K | Sell |
21,856
-300
| -1% | -$8.47K | 0.17% | 109 |
|
|
2018
Q3 | $703K | Buy |
22,156
+112
| +0.5% | +$3.55K | 0.21% | 92 |
|
|
2018
Q2 | $695K | Buy |
22,044
+778
| +4% | +$24.5K | 0.24% | 87 |
|
|
2018
Q1 | $659K | Buy |
21,266
+340
| +2% | +$10.5K | 0.26% | 81 |
|
|
2017
Q4 | $689K | Buy |
+20,926
| New | +$689K | 0.29% | 71 |
|