J.P. Morgan Private 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
Q3 | $1.78M | Sell |
45,174
-9,136
| -17% | -$361K | 0.01% | 779 |
|
|
2023
Q2 | $2.22M | Sell |
54,310
-11,946
| -18% | -$489K | 0.01% | 529 |
|
|
2023
Q1 | $2.72M | Buy |
66,256
+2,002
| +3% | +$82.3K | 0.01% | 770 |
|
|
2022
Q4 | $2.25M | Sell |
64,254
-690
| -1% | -$24.1K | 0.01% | 804 |
|
|
2022
Q3 | $2.02M | Sell |
64,944
-3,576
| -5% | -$111K | 0.01% | 836 |
|
|
2022
Q2 | $2.25M | Sell |
68,520
-62
| -0.1% | -$2.03K | 0.01% | 803 |
|
|
2022
Q1 | $2.52M | Sell |
68,582
-8
| -0% | -$294 | 0.01% | 822 |
|
|
2021
Q4 | $2.75M | Buy |
68,590
+1,928
| +3% | +$77.3K | 0.01% | 795 |
|
|
2021
Q3 | $2.54M | Buy |
66,662
+3,278
| +5% | +$125K | 0.01% | 804 |
|
|
2021
Q2 | $2.42M | Buy |
63,384
+1,270
| +2% | +$48.4K | 0.01% | 804 |
|
|
2021
Q1 | $2.26M | Sell |
62,114
-3,758
| -6% | -$137K | 0.01% | 728 |
|
|
2020
Q4 | $2.18M | Sell |
65,872
-2,082
| -3% | -$69K | 0.01% | 695 |
|
|
2020
Q3 | $2.1M | Sell |
67,954
-4,624
| -6% | -$143K | 0.01% | 639 |
|
|
2020
Q2 | $2.2M | Sell |
72,578
-11,500
| -14% | -$349K | 0.01% | 555 |
|
|
2020
Q1 | $2.15M | Sell |
84,078
-1,854
| -2% | -$47.5K | 0.01% | 521 |
|
|
2019
Q4 | $3.03M | Sell |
85,932
-912
| -1% | -$32.2K | 0.01% | 532 |
|
|
2019
Q3 | $2.92M | Sell |
86,844
-13,938
| -14% | -$469K | 0.02% | 514 |
|
|
2019
Q2 | $3.33M | Sell |
100,782
-190,988
| -65% | -$6.32M | 0.02% | 479 |
|
|
2019
Q1 | $9.32M | Buy |
291,770
+15,536
| +6% | +$496K | 0.05% | 293 |
|
|
2018
Q4 | $7.8M | Sell |
276,234
-55,188
| -17% | -$1.56M | 0.05% | 290 |
|
|
2018
Q3 | $10.5M | Buy |
+331,422
| New | +$10.5M | 0.05% | 288 |
|
|
2018
Q1 | – | Sell |
-190,204
| Closed | -$6.06M | – | 1322 |
|
|
2017
Q4 | $6.06M | Sell |
190,204
-18,008
| -9% | -$574K | 0.04% | 303 |
|
|
2017
Q3 | $6.74M | Sell |
208,212
-116,804
| -36% | -$3.78M | 0.05% | 271 |
|
|
2017
Q2 | $10.1M | Buy |
325,016
+37,054
| +13% | +$1.15M | 0.08% | 210 |
|
|
2017
Q1 | $9.04M | Buy |
+287,962
| New | +$9.04M | 0.07% | 229 |
|
|
2016
Q4 | – | Sell |
-315,566
| Closed | -$8.48M | – | 1267 |
|
|
2016
Q3 | $8.48M | Buy |
315,566
+150,518
| +91% | +$4.04M | 0.08% | 208 |
|
|
2016
Q2 | $4.17M | Sell |
165,048
-85,982
| -34% | -$2.17M | 0.04% | 296 |
|
|
2016
Q1 | $6.52M | Sell |
251,030
-2,163,796
| -90% | -$56.2M | 0.06% | 221 |
|
|
2015
Q4 | $65M | Sell |
2,414,826
-2,495,726
| -51% | -$67.1M | 0.67% | 39 |
|
|
2015
Q3 | $134M | Buy |
+4,910,552
| New | +$134M | 1.68% | 5 |
|
|
2015
Q2 | – | Sell |
-4,058,210
| Closed | -$134M | – | 1089 |
|
|
2015
Q1 | $134M | Buy |
+4,058,210
| New | +$134M | 1.53% | 5 |
|