Meridian Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
10,312
| – | – | 0.02% | 447 |
|
|
2025
Q1 | $490K | Sell |
10,312
-6
| -0.1% | -$285 | 0.02% | 412 |
|
|
2024
Q4 | $451K | Sell |
10,318
-935
| -8% | -$40.9K | 0.02% | 429 |
|
|
2024
Q3 | $505K | Sell |
11,253
-417
| -4% | -$18.7K | 0.02% | 404 |
|
|
2024
Q2 | $528K | Buy |
+11,670
| New | +$528K | 0.06% | 170 |
|
|
2024
Q1 | – | Sell |
-11,990
| Closed | -$514K | – | 334 |
|
|
2023
Q4 | $514K | Hold |
11,990
| – | – | 0.03% | 377 |
|
|
2023
Q3 | $474K | Sell |
11,990
-240
| -2% | -$9.48K | 0.03% | 379 |
|
|
2023
Q2 | $501K | Hold |
12,230
| – | – | 0.04% | 329 |
|
|
2023
Q1 | $503K | Sell |
12,230
-68
| -0.6% | -$2.8K | 0.04% | 317 |
|
|
2022
Q4 | $430K | Hold |
12,298
| – | – | 0.04% | 337 |
|
|
2022
Q3 | $382K | Sell |
12,298
-540
| -4% | -$16.8K | 0.04% | 320 |
|
|
2022
Q2 | $421K | Buy |
+12,838
| New | +$421K | 0.03% | 385 |
|