IWA
Intercontinental Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $513K | Sell |
6,269
-40
| -0.6% | -$3.28K | 0.12% | 182 |
|
|
2023
Q1 | $519K | Sell |
6,309
-192
| -3% | -$15.8K | 0.13% | 184 |
|
|
2022
Q4 | $455K | Sell |
6,501
-173
| -3% | -$12.1K | 0.14% | 181 |
|
|
2022
Q3 | $415K | Sell |
6,674
-70
| -1% | -$4.35K | 0.13% | 182 |
|
|
2022
Q2 | $442K | Sell |
6,744
-60
| -0.9% | -$3.93K | 0.12% | 183 |
|
|
2022
Q1 | $501K | Hold |
6,804
| – | – | 0.11% | 179 |
|
|
2021
Q4 | $545K | Sell |
6,804
-261
| -4% | -$20.9K | 0.11% | 172 |
|
|
2021
Q3 | $537K | Buy |
7,065
+50
| +0.7% | +$3.8K | 0.13% | 157 |
|
|
2021
Q2 | $535K | Sell |
7,015
-450
| -6% | -$34.3K | 0.11% | 169 |
|
|
2021
Q1 | $543K | Sell |
7,465
-13,104
| -64% | -$953K | 0.12% | 152 |
|
|
2020
Q4 | $1.36M | Sell |
20,569
-1,284
| -6% | -$85.1K | 0.33% | 59 |
|
|
2020
Q3 | $1.35M | Sell |
21,853
-1,407
| -6% | -$86.9K | 0.39% | 42 |
|
|
2020
Q2 | $1.41M | Buy |
23,260
+983
| +4% | +$59.7K | 0.46% | 34 |
|
|
2020
Q1 | $1.14M | Sell |
22,277
-6,066
| -21% | -$311K | 0.6% | 38 |
|
|
2019
Q4 | $2.01M | Sell |
28,343
-15,592
| -35% | -$1.1M | 1.67% | 10 |
|
|
2019
Q3 | $2.96M | Sell |
43,935
-39,157
| -47% | -$2.63M | 1.82% | 8 |
|
|
2019
Q2 | $5.5M | Sell |
83,092
-29,282
| -26% | -$1.94M | 2.84% | 5 |
|
|
2019
Q1 | $7.18M | Sell |
112,374
-17,371
| -13% | -$1.11M | 3.56% | 5 |
|
|
2018
Q4 | $7.32M | Buy |
129,745
+3,737
| +3% | +$211K | 4.09% | 5 |
|
|
2018
Q3 | $7.97M | Sell |
126,008
-3,311
| -3% | -$209K | 3.99% | 4 |
|
|
2018
Q2 | $8.17M | Buy |
129,319
+15,339
| +13% | +$968K | 4.54% | 4 |
|
|
2018
Q1 | $7.15M | Buy |
113,980
+6,831
| +6% | +$428K | 4.14% | 4 |
|
|
2017
Q4 | $6.83M | Buy |
107,149
+8,606
| +9% | +$548K | 3.83% | 5 |
|
|
2017
Q3 | $6.38M | Buy |
98,543
+10,918
| +12% | +$706K | 3.89% | 4 |
|
|
2017
Q2 | $5.46M | Buy |
87,625
+12,304
| +16% | +$767K | 3.51% | 5 |
|
|
2017
Q1 | $4.73M | Buy |
75,321
+730
| +1% | +$45.9K | 2.84% | 5 |
|
|
2016
Q4 | $4.28M | Buy |
74,591
+9,548
| +15% | +$548K | 2.76% | 6 |
|
|
2016
Q3 | $3.5M | Buy |
65,043
+2,132
| +3% | +$115K | 2.49% | 12 |
|
|
2016
Q2 | $3.18M | Buy |
62,911
+8,778
| +16% | +$444K | 2.34% | 13 |
|
|
2016
Q1 | $2.81M | Sell |
54,133
-61,125
| -53% | -$3.17M | 2.12% | 17 |
|
|
2015
Q4 | $6.2M | Buy |
+115,258
| New | +$6.2M | 4.26% | 3 |
|