Lugano Financial Advisors SA (LFA)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.5K | Hold |
1,022
| – | – | 0.03% | 141 |
|
|
2025
Q4 | $54.2K | Hold |
1,022
| – | – | 0.03% | 148 |
|
|
2025
Q3 | $51.5K | Hold |
1,022
| – | – | 0.03% | 142 |
|
|
2025
Q2 | $49.2K | Hold |
1,022
| – | – | 0.03% | 140 |
|
|
2025
Q1 | $48.5K | Hold |
1,022
| – | – | 0.03% | 133 |
|
|
2024
Q4 | $44.7K | Hold |
1,022
| – | – | 0.03% | 148 |
|
|
2024
Q3 | $45.9K | Hold |
1,022
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $46.2K | Hold |
1,022
| – | – | 0.04% | 138 |
|
|
2024
Q1 | $49.4K | Hold |
1,022
| – | – | 0.04% | 132 |
|
|
2023
Q4 | $43.8K | Hold |
1,022
| – | – | 0.03% | 115 |
|
|
2023
Q3 | $40.4K | Hold |
1,022
| – | – | 0.03% | 121 |
|
|
2023
Q2 | $41.8K | Hold |
1,022
| – | – | 0.03% | 140 |
|
|
2023
Q1 | $42K | Sell |
1,022
-190
| -16% | -$7.45K | 0.03% | 93 |
|
|
2022
Q4 | $42.4K | Hold |
1,212
| – | – | 0.03% | 98 |
|
|
2022
Q3 | $38K | Hold |
1,212
| – | – | 0.03% | 90 |
|
|
2022
Q2 | $39K | Hold |
1,212
| – | – | 0.03% | 96 |
|
|
2022
Q1 | $45K | Hold |
1,212
| – | – | 0.03% | 83 |
|
|
2021
Q4 | $49K | Hold |
1,212
| – | – | 0.03% | 94 |
|
|
2021
Q3 | $46K | Hold |
1,212
| – | – | 0.03% | 85 |
|
|
2021
Q2 | $46K | Sell |
1,212
-180
| -13% | -$6.79K | 0.03% | 85 |
|
|
2021
Q1 | $51K | Sell |
1,392
-1,682
| -55% | -$57.9K | 0.04% | 80 |
|
|
2020
Q4 | $102K | Hold |
3,074
| – | – | 0.08% | 76 |
|
|
2020
Q3 | $96K | Sell |
3,074
-400
| -12% | -$12.5K | 0.09% | 79 |
|
|
2020
Q2 | $107K | Hold |
3,474
| – | – | 0.11% | 76 |
|
|
2020
Q1 | $118K | Sell |
3,474
-1,450
| -29% | -$46.3K | 0.11% | 86 |
|
|
2019
Q4 | $174K | Buy |
+4,924
| New | +$170K | 0.13% | 77 |
|
|
2019
Q2 | $207K | Sell |
6,242
-2,504
| -29% | -$82.2K | 0.13% | 68 |
|
|
2019
Q1 | $279K | Buy |
8,746
+1,410
| +19% | +$43.2K | 0.17% | 54 |
|
|
2018
Q4 | $232K | Hold |
7,336
| – | – | 0.16% | 70 |
|
|
2018
Q3 | $232K | Buy |
7,336
+356
| +5% | +$11.4K | 0.16% | 70 |
|
|
2018
Q2 | $219K | Buy |
+6,980
| New | +$228K | 0.21% | 56 |
|
Other funds holding HEDJ
BIG