Tompkins Financial’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $81.6K | Hold |
1,560
| – | – | 0.01% | 276 |
|
|
2025
Q4 | $82.8K | Hold |
1,560
| – | – | 0.01% | 266 |
|
|
2025
Q3 | $78.6K | Hold |
1,560
| – | – | 0.01% | 276 |
|
|
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% | -$31.6K | 0.01% | 317 |
|
|
2023
Q3 | $92.5K | Hold |
2,342
| – | – | 0.01% | 257 |
|
|
2023
Q2 | $95.9K | Hold |
2,342
| – | – | 0.02% | 265 |
|
|
2023
Q1 | $96.3K | Hold |
2,342
| – | – | 0.02% | 267 |
|
|
2022
Q4 | $82K | Sell |
2,342
-3,326
| -59% | -$115K | 0.01% | 283 |
|
|
2022
Q3 | $177K | Hold |
5,668
| – | – | 0.03% | 188 |
|
|
2022
Q2 | $186K | Hold |
5,668
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $208K | Buy |
5,668
+1,560
| +38% | +$59.1K | 0.03% | 186 |
|
|
2021
Q4 | $165K | Hold |
4,108
| – | – | 0.03% | 146 |
|
|
2021
Q3 | $156K | Buy |
+4,108
| New | +$161K | 0.03% | 146 |
|
|
2021
Q1 | $149K | Sell |
4,108
-782
| -16% | -$26.9K | 0.03% | 150 |
|
|
2020
Q4 | $162K | Sell |
4,890
-7,624
| -61% | -$245K | 0.03% | 139 |
|
|
2020
Q3 | $386K | Hold |
12,514
| – | – | 0.07% | 115 |
|
|
2020
Q2 | $380K | Hold |
12,514
| – | – | 0.08% | 109 |
|
|
2020
Q1 | $321K | Sell |
12,514
-1,702
| -12% | -$54.3K | 0.07% | 114 |
|
|
2019
Q4 | $502K | Buy |
14,216
+1,702
| +14% | +$58.7K | 0.09% | 113 |
|
|
2019
Q3 | $421K | Hold |
12,514
| – | – | 0.09% | 117 |
|
|
2019
Q2 | $414K | Sell |
12,514
-596
| -5% | -$19.6K | 0.08% | 120 |
|
|
2019
Q1 | $419K | Sell |
13,110
-94
| -0.7% | -$2.88K | 0.08% | 119 |
|
|
2018
Q4 | $373K | Hold |
13,204
| – | – | 0.08% | 123 |
|
|
2018
Q3 | $417K | Sell |
13,204
-1,802
| -12% | -$57.8K | 0.09% | 128 |
|
|
2018
Q2 | $474K | Sell |
15,006
-12,642
| -46% | -$412K | 0.1% | 120 |
|
|
2018
Q1 | $867K | Sell |
27,648
-14,332
| -34% | -$458K | 0.19% | 87 |
|
|
2017
Q4 | $1.34M | Sell |
41,980
-20,422
| -33% | -$663K | 0.31% | 68 |
|
|
2017
Q3 | $2.02M | Sell |
62,402
-11,844
| -16% | -$371K | 0.48% | 56 |
|
|
2017
Q2 | $2.31M | Sell |
74,246
-595,580
| -89% | -$19.3M | 0.58% | 50 |
|
|
2017
Q1 | $21M | Buy |
669,826
+3,026
| +0.5% | +$90.1K | 5.34% | 4 |
|
|
2016
Q4 | $19.1M | Buy |
666,800
+1,862
| +0.3% | +$50.9K | 5.01% | 3 |
|
|
2016
Q3 | $17.9M | Buy |
664,938
+22,888
| +4% | +$605K | 5.12% | 4 |
|
|
2016
Q2 | $16.2M | Buy |
642,050
+31,742
| +5% | +$824K | 4.8% | 4 |
|
|
2016
Q1 | $15.8M | Buy |
610,308
+26,248
| +4% | +$665K | 5.01% | 3 |
|
|
2015
Q4 | $15.7M | Sell |
584,060
-343,758
| -37% | -$10.1M | 5% | 3 |
|
|
2015
Q3 | $25.4M | Buy |
927,818
+416
| +0% | +$12.5K | 8.2% | 2 |
|
|
2015
Q2 | $28.6M | Buy |
927,402
+54,146
| +6% | +$1.77M | 7.76% | 2 |
|
|
2015
Q1 | $28.9M | Buy |
+873,256
| New | +$27.1M | 7.23% | 2 |
|
Other funds holding HEDJ
BIG
