Semmax 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
Q1 | – | Sell |
-876
| Closed | -$38.8K | – | 423 |
|
2023
Q4 | $38.8K | Hold |
876
| – | – | 0.01% | 155 |
|
2023
Q3 | $34.8K | Buy |
+876
| New | +$34.8K | 0.01% | 137 |
|
2022
Q4 | $34K | Hold |
876
| – | – | 0.01% | 130 |
|
2022
Q3 | $30K | Hold |
876
| – | – | 0.01% | 130 |
|
2022
Q2 | $31K | Hold |
876
| – | – | 0.01% | 130 |
|
2022
Q1 | $32K | Hold |
876
| – | – | 0.01% | 147 |
|
2021
Q4 | $35K | Hold |
876
| – | – | 0.01% | 149 |
|
2021
Q3 | $33K | Hold |
876
| – | – | 0.01% | 145 |
|
2021
Q2 | $33K | Hold |
876
| – | – | 0.01% | 141 |
|
2021
Q1 | $32K | Sell |
876
-90
| -9% | -$3.29K | 0.01% | 144 |
|
2020
Q4 | $32K | Hold |
966
| – | – | 0.01% | 137 |
|
2020
Q3 | $30K | Hold |
966
| – | – | 0.01% | 125 |
|
2020
Q2 | $29K | Hold |
966
| – | – | 0.02% | 128 |
|
2020
Q1 | $25K | Sell |
966
-118
| -11% | -$3.05K | 0.02% | 127 |
|
2019
Q4 | $38K | Sell |
1,084
-208
| -16% | -$7.29K | 0.02% | 122 |
|
2019
Q3 | $43K | Hold |
1,292
| – | – | 0.03% | 119 |
|
2019
Q2 | $43K | Sell |
1,292
-4,490
| -78% | -$149K | 0.03% | 124 |
|
2019
Q1 | $185K | Sell |
5,782
-1,730
| -23% | -$55.4K | 0.13% | 129 |
|
2018
Q4 | $212K | Buy |
+7,512
| New | +$212K | 0.17% | 104 |
|