LFASL
Lugano Financial Advisors SA (LFA)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | Buy |
1,022
+511
| +100% | +$20.2K | 0.03% | 121 |
|
|
2023
Q2 | $41.8K | Hold |
511
| – | – | 0.03% | 140 |
|
|
2023
Q1 | $42K | Sell |
511
-95
| -16% | -$7.81K | 0.03% | 93 |
|
|
2022
Q4 | $42.4K | Hold |
606
| – | – | 0.03% | 98 |
|
|
2022
Q3 | $38K | Hold |
606
| – | – | 0.03% | 90 |
|
|
2022
Q2 | $39K | Hold |
606
| – | – | 0.03% | 96 |
|
|
2022
Q1 | $45K | Hold |
606
| – | – | 0.03% | 83 |
|
|
2021
Q4 | $49K | Hold |
606
| – | – | 0.03% | 94 |
|
|
2021
Q3 | $46K | Hold |
606
| – | – | 0.03% | 85 |
|
|
2021
Q2 | $46K | Sell |
606
-90
| -13% | -$6.83K | 0.03% | 85 |
|
|
2021
Q1 | $51K | Sell |
696
-841
| -55% | -$61.6K | 0.04% | 80 |
|
|
2020
Q4 | $102K | Hold |
1,537
| – | – | 0.08% | 76 |
|
|
2020
Q3 | $96K | Sell |
1,537
-200
| -12% | -$12.5K | 0.09% | 78 |
|
|
2020
Q2 | $107K | Hold |
1,737
| – | – | 0.11% | 75 |
|
|
2020
Q1 | $118K | Sell |
1,737
-725
| -29% | -$49.3K | 0.11% | 86 |
|
|
2019
Q4 | $174K | Buy |
+2,462
| New | +$174K | 0.13% | 77 |
|
|
2019
Q2 | $207K | Sell |
3,121
-1,252
| -29% | -$83K | 0.13% | 68 |
|
|
2019
Q1 | $279K | Buy |
4,373
+705
| +19% | +$45K | 0.17% | 54 |
|
|
2018
Q4 | $232K | Hold |
3,668
| – | – | 0.16% | 70 |
|
|
2018
Q3 | $232K | Buy |
3,668
+178
| +5% | +$11.3K | 0.16% | 70 |
|
|
2018
Q2 | $219K | Buy |
+3,490
| New | +$219K | 0.21% | 56 |
|