Stratos Wealth Partners’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 | $248K | Sell |
5,148
-37,914
| -88% | -$1.82M | ﹤0.01% | 1220 |
|
2025
Q1 | $2.04M | Sell |
43,062
-226,541
| -84% | -$10.8M | 0.03% | 445 |
|
2024
Q4 | $11.8M | Buy |
269,603
+21,984
| +9% | +$961K | 0.17% | 121 |
|
2024
Q3 | $11.1M | Buy |
247,619
+12,258
| +5% | +$550K | 0.16% | 131 |
|
2024
Q2 | $10.6M | Buy |
235,361
+3,373
| +1% | +$152K | 0.17% | 126 |
|
2024
Q1 | $11.2M | Buy |
231,988
+47,617
| +26% | +$2.3M | 0.19% | 118 |
|
2023
Q4 | $7.9M | Buy |
184,371
+2,207
| +1% | +$94.6K | 0.15% | 148 |
|
2023
Q3 | $7.2M | Buy |
182,164
+12,918
| +8% | +$510K | 0.15% | 150 |
|
2023
Q2 | $6.93M | Buy |
+169,246
| New | +$6.93M | 0.16% | 148 |
|
2020
Q1 | – | Sell |
-6,926
| Closed | -$244K | – | 965 |
|
2019
Q4 | $244K | Sell |
6,926
-240
| -3% | -$8.46K | 0.01% | 834 |
|
2019
Q3 | $241K | Sell |
7,166
-58
| -0.8% | -$1.95K | 0.01% | 808 |
|
2019
Q2 | $239K | Sell |
7,224
-1,854
| -20% | -$61.3K | 0.01% | 809 |
|
2019
Q1 | $290K | Sell |
9,078
-332
| -4% | -$10.6K | 0.01% | 724 |
|
2018
Q4 | $266K | Sell |
9,410
-1,216
| -11% | -$34.4K | 0.01% | 700 |
|
2018
Q3 | $336K | Buy |
10,626
+820
| +8% | +$25.9K | 0.02% | 671 |
|
2018
Q2 | $310K | Sell |
9,806
-200
| -2% | -$6.32K | 0.01% | 734 |
|
2018
Q1 | $314K | Sell |
10,006
-2,780
| -22% | -$87.2K | 0.01% | 703 |
|
2017
Q4 | $407K | Buy |
12,786
+1,270
| +11% | +$40.4K | 0.02% | 575 |
|
2017
Q3 | $373K | Sell |
11,516
-3,116
| -21% | -$101K | 0.02% | 597 |
|
2017
Q2 | $456K | Buy |
14,632
+2,246
| +18% | +$70K | 0.02% | 490 |
|
2017
Q1 | $389K | Buy |
12,386
+1,460
| +13% | +$45.9K | 0.02% | 491 |
|
2016
Q4 | $314K | Sell |
10,926
-70
| -0.6% | -$2.01K | 0.02% | 502 |
|
2016
Q3 | $295K | Sell |
10,996
-566
| -5% | -$15.2K | 0.02% | 494 |
|
2016
Q2 | $292K | Sell |
11,562
-212,236
| -95% | -$5.36M | 0.02% | 459 |
|
2016
Q1 | $5.81M | Buy |
223,798
+141,858
| +173% | +$3.68M | 0.5% | 39 |
|
2015
Q4 | $2.21M | Buy |
81,940
+31,928
| +64% | +$859K | 0.18% | 100 |
|
2015
Q3 | $1.37M | Buy |
50,012
+30,520
| +157% | +$834K | 0.17% | 110 |
|
2015
Q2 | $600K | Buy |
19,492
+898
| +5% | +$27.6K | 0.08% | 227 |
|
2015
Q1 | $617K | Sell |
18,594
-124
| -0.7% | -$4.12K | 0.07% | 245 |
|
2014
Q4 | $521K | Buy |
+18,718
| New | +$521K | 0.09% | 231 |
|