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Prio Wealth Limited Partnership’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Prio Wealth Limited Partnership’s Portfolio HEDJ Stock Details HEDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,792
Closed -$280K – 266
2024
Q1 		$280K Buy
+5,792
New +$261K 0.01% 232
2020
Q1 		– Sell
-9,858
Closed -$348K – 239
2019
Q4 		$348K Buy
+9,858
New +$340K 0.01% 207
2016
Q2 		– Sell
-24,384
Closed -$633K – 239
2016
Q1 		$633K Sell
24,384
-4,000
-14% -$101K 0.03% 157
2015
Q4 		$763K Sell
28,384
-11,616
-29% -$343K 0.04% 150
2015
Q3 		$1.09M Buy
40,000
+1,100
+3% +$33.1K 0.06% 140
2015
Q2 		$1.2M Hold
38,900
– – 0.06% 136
2015
Q1 		$1.29M Buy
38,900
+29,900
+332% +$927K 0.06% 135
2014
Q4 		$250K Buy
+9,000
New +$255K 0.01% 229

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PC
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