RFS
Retirement Financial Solutions’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 | $8.18M | Sell |
169,942
-19,850
| -10% | -$955K | 5.07% | 9 |
|
|
2025
Q1 | $9.01M | Sell |
189,792
-34,496
| -15% | -$1.64M | 5.45% | 8 |
|
|
2024
Q4 | $9.81M | Buy |
224,288
+87,633
| +64% | +$3.83M | 5.29% | 8 |
|
|
2024
Q3 | $6.14M | Buy |
136,655
+6,402
| +5% | +$287K | 2.69% | 14 |
|
|
2024
Q2 | $5.89M | Buy |
130,253
+14,229
| +12% | +$643K | 2.77% | 14 |
|
|
2024
Q1 | $5.6M | Buy |
116,024
+9,508
| +9% | +$459K | 2.88% | 14 |
|
|
2023
Q4 | $4.56M | Buy |
106,516
+7,796
| +8% | +$334K | 2.59% | 15 |
|
|
2023
Q3 | $3.9M | Buy |
98,720
+57,211
| +138% | +$2.26M | 2.63% | 14 |
|
|
2023
Q2 | $3.4M | Buy |
41,509
+4,401
| +12% | +$360K | 2.33% | 14 |
|
|
2023
Q1 | $3.05M | Sell |
37,108
-475
| -1% | -$39.1K | 2.43% | 14 |
|
|
2022
Q4 | $2.63M | Buy |
+37,583
| New | +$2.63M | 2.23% | 13 |
|