Robertson Stephens 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 | $694K | Hold |
14,424
| – | – | 0.02% | 315 |
|
|
2025
Q1 | $685K | Sell |
14,424
-56
| -0.4% | -$2.66K | 0.02% | 312 |
|
|
2024
Q4 | $633K | Hold |
14,480
| – | – | 0.02% | 322 |
|
|
2024
Q3 | $650K | Hold |
14,480
| – | – | 0.02% | 352 |
|
|
2024
Q2 | $655K | Sell |
14,480
-16,960
| -54% | -$767K | 0.03% | 288 |
|
|
2024
Q1 | $1.52M | Hold |
31,440
| – | – | 0.08% | 179 |
|
|
2023
Q4 | $1.35M | Hold |
31,440
| – | – | 0.08% | 189 |
|
|
2023
Q3 | $1.24M | Hold |
31,440
| – | – | 0.08% | 186 |
|
|
2023
Q2 | $1.29M | Hold |
31,440
| – | – | 0.09% | 168 |
|
|
2023
Q1 | $1.29M | Buy |
31,440
+56
| +0.2% | +$2.3K | 0.1% | 171 |
|
|
2022
Q4 | $1.1M | Buy |
31,384
+17,494
| +126% | +$612K | 0.11% | 166 |
|
|
2022
Q3 | $431K | Buy |
13,890
+7,100
| +105% | +$220K | 0.05% | 233 |
|
|
2022
Q2 | $222K | Buy |
+6,790
| New | +$222K | 0.02% | 339 |
|
|
2020
Q4 | – | Sell |
-154,440
| Closed | -$4.77M | – | 254 |
|
|
2020
Q3 | $4.77M | Buy |
+154,440
| New | +$4.77M | 1.17% | 18 |
|