TF
Tompkins Financial’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 | $75.1K | Hold |
1,560
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $74.1K | Hold |
1,560
| – | – | 0.01% | 290 |
|
|
2024
Q4 | $68.2K | Hold |
1,560
| – | – | 0.01% | 290 |
|
|
2024
Q3 | $70K | Hold |
1,560
| – | – | 0.01% | 307 |
|
|
2024
Q2 | $70.5K | Hold |
1,560
| – | – | 0.01% | 310 |
|
|
2024
Q1 | $75.3K | Hold |
1,560
| – | – | 0.01% | 308 |
|
|
2023
Q4 | $66.8K | Sell |
1,560
-782
| -33% | -$33.5K | 0.01% | 317 |
|
|
2023
Q3 | $92.5K | Buy |
2,342
+1,171
| +100% | +$46.3K | 0.01% | 257 |
|
|
2023
Q2 | $95.9K | Hold |
1,171
| – | – | 0.02% | 265 |
|
|
2023
Q1 | $96.3K | Hold |
1,171
| – | – | 0.02% | 267 |
|
|
2022
Q4 | $82K | Sell |
1,171
-1,663
| -59% | -$116K | 0.01% | 283 |
|
|
2022
Q3 | $177K | Hold |
2,834
| – | – | 0.03% | 188 |
|
|
2022
Q2 | $186K | Hold |
2,834
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $208K | Buy |
2,834
+780
| +38% | +$57.2K | 0.03% | 186 |
|
|
2021
Q4 | $165K | Hold |
2,054
| – | – | 0.03% | 146 |
|
|
2021
Q3 | $156K | Buy |
+2,054
| New | +$156K | 0.03% | 146 |
|
|
2021
Q1 | $149K | Sell |
2,054
-391
| -16% | -$28.4K | 0.03% | 150 |
|
|
2020
Q4 | $162K | Sell |
2,445
-3,812
| -61% | -$253K | 0.03% | 139 |
|
|
2020
Q3 | $386K | Hold |
6,257
| – | – | 0.07% | 115 |
|
|
2020
Q2 | $380K | Hold |
6,257
| – | – | 0.08% | 109 |
|
|
2020
Q1 | $321K | Sell |
6,257
-851
| -12% | -$43.7K | 0.07% | 114 |
|
|
2019
Q4 | $502K | Buy |
7,108
+851
| +14% | +$60.1K | 0.09% | 113 |
|
|
2019
Q3 | $421K | Hold |
6,257
| – | – | 0.09% | 117 |
|
|
2019
Q2 | $414K | Sell |
6,257
-298
| -5% | -$19.7K | 0.08% | 120 |
|
|
2019
Q1 | $419K | Sell |
6,555
-47
| -0.7% | -$3K | 0.08% | 119 |
|
|
2018
Q4 | $373K | Hold |
6,602
| – | – | 0.08% | 123 |
|
|
2018
Q3 | $417K | Sell |
6,602
-901
| -12% | -$56.9K | 0.09% | 128 |
|
|
2018
Q2 | $474K | Sell |
7,503
-6,321
| -46% | -$399K | 0.1% | 120 |
|
|
2018
Q1 | $867K | Sell |
13,824
-7,166
| -34% | -$449K | 0.19% | 87 |
|
|
2017
Q4 | $1.34M | Sell |
20,990
-10,211
| -33% | -$650K | 0.31% | 68 |
|
|
2017
Q3 | $2.02M | Sell |
31,201
-5,922
| -16% | -$383K | 0.48% | 56 |
|
|
2017
Q2 | $2.31M | Sell |
37,123
-297,790
| -89% | -$18.6M | 0.58% | 50 |
|
|
2017
Q1 | $21M | Buy |
334,913
+1,513
| +0.5% | +$95K | 5.34% | 4 |
|
|
2016
Q4 | $19.1M | Buy |
333,400
+931
| +0.3% | +$53.4K | 5.01% | 3 |
|
|
2016
Q3 | $17.9M | Buy |
332,469
+11,444
| +4% | +$615K | 5.12% | 4 |
|
|
2016
Q2 | $16.2M | Buy |
321,025
+15,871
| +5% | +$802K | 4.8% | 4 |
|
|
2016
Q1 | $15.8M | Buy |
305,154
+13,124
| +4% | +$681K | 5.01% | 3 |
|
|
2015
Q4 | $15.7M | Sell |
292,030
-171,879
| -37% | -$9.25M | 5% | 3 |
|
|
2015
Q3 | $25.4M | Buy |
463,909
+208
| +0% | +$11.4K | 8.2% | 2 |
|
|
2015
Q2 | $28.6M | Buy |
463,701
+27,073
| +6% | +$1.67M | 7.76% | 2 |
|
|
2015
Q1 | $28.9M | Buy |
+436,628
| New | +$28.9M | 7.23% | 2 |
|