Steward Partners Investment Advisory’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 | $623K | Sell |
12,947
-1,083
| -8% | -$52.1K | ﹤0.01% | 1195 |
|
|
2025
Q1 | $666K | Sell |
14,030
-643
| -4% | -$30.5K | 0.01% | 1089 |
|
|
2024
Q4 | $642K | Buy |
14,673
+6,190
| +73% | +$271K | 0.01% | 1049 |
|
|
2024
Q3 | $381K | Sell |
8,483
-11
| -0.1% | -$494 | ﹤0.01% | 1225 |
|
|
2024
Q2 | $384K | Buy |
8,494
+19
| +0.2% | +$859 | ﹤0.01% | 1176 |
|
|
2024
Q1 | $409K | Sell |
8,475
-1,145
| -12% | -$55.3K | ﹤0.01% | 1142 |
|
|
2023
Q4 | $412K | Sell |
9,620
-29
| -0.3% | -$1.24K | 0.01% | 1079 |
|
|
2023
Q3 | $381K | Buy |
9,649
+1
| +0% | +$40 | 0.01% | 1026 |
|
|
2023
Q2 | $395K | Sell |
9,648
-1,384
| -13% | -$56.7K | 0.01% | 1020 |
|
|
2023
Q1 | $453K | Hold |
11,032
| – | – | 0.01% | 967 |
|
|
2022
Q4 | $386K | Buy |
11,032
+2
| +0% | +$70 | 0.01% | 994 |
|
|
2022
Q3 | $343K | Buy |
11,030
+812
| +8% | +$25.3K | 0.01% | 989 |
|
|
2022
Q2 | $335K | Sell |
10,218
-26
| -0.3% | -$852 | 0.01% | 991 |
|
|
2022
Q1 | $377K | Hold |
10,244
| – | – | 0.01% | 1029 |
|
|
2021
Q4 | $411K | Hold |
10,244
| – | – | 0.01% | 1014 |
|
|
2021
Q3 | $390K | Hold |
10,244
| – | – | 0.01% | 1004 |
|
|
2021
Q2 | $391K | Sell |
10,244
-5,612
| -35% | -$214K | 0.01% | 1038 |
|
|
2021
Q1 | $577K | Buy |
15,856
+6,390
| +68% | +$232K | 0.01% | 836 |
|
|
2020
Q4 | $314K | Buy |
9,466
+164
| +2% | +$5.44K | 0.01% | 901 |
|
|
2020
Q3 | $287K | Sell |
9,302
-1,142
| -11% | -$35.2K | 0.01% | 825 |
|
|
2020
Q2 | $317K | Sell |
10,444
-9,458
| -48% | -$287K | 0.01% | 743 |
|
|
2020
Q1 | $509K | Sell |
19,902
-23,674
| -54% | -$605K | 0.02% | 558 |
|
|
2019
Q4 | $1.54M | Buy |
43,576
+1,610
| +4% | +$56.8K | 0.05% | 346 |
|
|
2019
Q3 | $1.41M | Buy |
41,966
+14,224
| +51% | +$478K | 0.05% | 337 |
|
|
2019
Q2 | $917K | Buy |
27,742
+814
| +3% | +$26.9K | 0.03% | 409 |
|
|
2019
Q1 | $860K | Buy |
26,928
+5,940
| +28% | +$190K | 0.04% | 397 |
|
|
2018
Q4 | $592K | Sell |
20,988
-2,630
| -11% | -$74.2K | 0.03% | 446 |
|
|
2018
Q3 | $747K | Sell |
23,618
-3,678
| -13% | -$116K | 0.04% | 419 |
|
|
2018
Q2 | $862K | Sell |
27,296
-29,466
| -52% | -$931K | 0.05% | 325 |
|
|
2018
Q1 | $1.78M | Buy |
56,762
+21,938
| +63% | +$688K | 0.12% | 185 |
|
|
2017
Q4 | $1.11M | Buy |
34,824
+8,510
| +32% | +$271K | 0.08% | 219 |
|
|
2017
Q3 | $851K | Buy |
26,314
+1,188
| +5% | +$38.4K | 0.09% | 205 |
|
|
2017
Q2 | $783K | Hold |
25,126
| – | – | 0.09% | 208 |
|
|
2017
Q1 | $789K | Buy |
+25,126
| New | +$789K | 0.12% | 154 |
|