Provence Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $123K | Sell |
2,862
-226
| -7% | -$9.68K | 0.07% | 169 |
|
|
2023
Q3 | $122K | Buy |
+3,088
| New | +$122K | 0.07% | 159 |
|
|
2023
Q1 | – | Sell |
-6,802
| Closed | -$238K | – | 135 |
|
|
2022
Q4 | $238K | Sell |
6,802
-992
| -13% | -$34.7K | 0.19% | 102 |
|
|
2022
Q3 | $242K | Sell |
7,794
-60
| -0.8% | -$1.86K | 0.32% | 44 |
|
|
2022
Q2 | $257K | Hold |
7,854
| – | – | 0.34% | 46 |
|
|
2022
Q1 | $289K | Sell |
7,854
-164
| -2% | -$6.04K | 0.33% | 42 |
|
|
2021
Q4 | $321K | Buy |
+8,018
| New | +$321K | 0.36% | 48 |
|