JP Morgan Private Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.78M | Sell |
45,174
-9,136
| -17% | -$369K | 0.01% | 779 |
|
|
2023
Q2 | $2.22M | Sell |
54,310
-11,946
| -18% | -$490K | 0.01% | 529 |
|
|
2023
Q1 | $2.72M | Buy |
66,256
+2,002
| +3% | +$78.5K | 0.01% | 770 |
|
|
2022
Q4 | $2.25M | Sell |
64,254
-690
| -1% | -$23.9K | 0.01% | 804 |
|
|
2022
Q3 | $2.02M | Sell |
64,944
-3,576
| -5% | -$121K | 0.01% | 836 |
|
|
2022
Q2 | $2.25M | Sell |
68,520
-62
| -0.1% | -$2.22K | 0.01% | 803 |
|
|
2022
Q1 | $2.52M | Sell |
68,582
-8
| -0% | -$303 | 0.01% | 822 |
|
|
2021
Q4 | $2.75M | Buy |
68,590
+1,928
| +3% | +$76K | 0.01% | 795 |
|
|
2021
Q3 | $2.54M | Buy |
66,662
+3,278
| +5% | +$129K | 0.01% | 804 |
|
|
2021
Q2 | $2.42M | Buy |
63,384
+1,270
| +2% | +$47.9K | 0.01% | 804 |
|
|
2021
Q1 | $2.26M | Sell |
62,114
-3,758
| -6% | -$129K | 0.01% | 728 |
|
|
2020
Q4 | $2.18M | Sell |
65,872
-2,082
| -3% | -$66.9K | 0.01% | 695 |
|
|
2020
Q3 | $2.1M | Sell |
67,954
-4,624
| -6% | -$144K | 0.01% | 639 |
|
|
2020
Q2 | $2.2M | Sell |
72,578
-11,500
| -14% | -$327K | 0.01% | 555 |
|
|
2020
Q1 | $2.15M | Sell |
84,078
-1,854
| -2% | -$59.1K | 0.01% | 521 |
|
|
2019
Q4 | $3.03M | Sell |
85,932
-912
| -1% | -$31.4K | 0.01% | 532 |
|
|
2019
Q3 | $2.92M | Sell |
86,844
-13,938
| -14% | -$459K | 0.02% | 514 |
|
|
2019
Q2 | $3.33M | Sell |
100,782
-190,988
| -65% | -$6.27M | 0.02% | 479 |
|
|
2019
Q1 | $9.32M | Buy |
291,770
+15,536
| +6% | +$476K | 0.05% | 293 |
|
|
2018
Q4 | $7.79M | Sell |
276,234
-55,188
| -17% | -$1.64M | 0.05% | 290 |
|
|
2018
Q3 | $10.5M | Buy |
+331,422
| New | +$10.6M | 0.05% | 288 |
|
|
2018
Q1 | – | Sell |
-190,204
| Closed | -$6.06M | – | 1331 |
|
|
2017
Q4 | $6.06M | Sell |
190,204
-18,008
| -9% | -$585K | 0.04% | 303 |
|
|
2017
Q3 | $6.74M | Sell |
208,212
-116,804
| -36% | -$3.66M | 0.05% | 271 |
|
|
2017
Q2 | $10.1M | Buy |
325,016
+37,054
| +13% | +$1.2M | 0.08% | 210 |
|
|
2017
Q1 | $9.04M | Buy |
+287,962
| New | +$8.57M | 0.07% | 229 |
|
|
2016
Q4 | – | Sell |
-315,566
| Closed | -$8.48M | – | 1267 |
|
|
2016
Q3 | $8.48M | Buy |
315,566
+150,518
| +91% | +$3.98M | 0.08% | 208 |
|
|
2016
Q2 | $4.17M | Sell |
165,048
-85,982
| -34% | -$2.23M | 0.04% | 296 |
|
|
2016
Q1 | $6.52M | Sell |
251,030
-2,163,796
| -90% | -$54.8M | 0.06% | 221 |
|
|
2015
Q4 | $65M | Sell |
2,414,826
-2,495,726
| -51% | -$73.7M | 0.67% | 39 |
|
|
2015
Q3 | $134M | Buy |
+4,910,552
| New | +$148M | 1.68% | 5 |
|
|
2015
Q2 | – | Sell |
-4,058,210
| Closed | -$134M | – | 1089 |
|
|
2015
Q1 | $134M | Buy |
+4,058,210
| New | +$126M | 1.53% | 5 |
|
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