Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-62
| Closed | -$3K | – | 835 |
|
|
2024
Q1 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 735 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$11K | – | 935 |
|
|
2016
Q4 | $11K | Buy |
+400
| New | +$11K | 0.01% | 570 |
|
|
2016
Q1 | – | Sell |
-1,460
| Closed | -$39K | – | 933 |
|
|
2015
Q4 | $39K | Buy |
+1,460
| New | +$39K | 0.03% | 328 |
|
|
2015
Q3 | – | Sell |
-1,600
| Closed | -$49K | – | 722 |
|
|
2015
Q2 | $49K | Hold |
1,600
| – | – | 0.04% | 298 |
|
|
2015
Q1 | $53K | Buy |
+1,600
| New | +$53K | 0.04% | 271 |
|