Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2
| Closed | -$1K | – | 666 |
|
|
2022
Q2 | $1K | Buy |
+2
| New | +$72 | ﹤0.01% | 502 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | -$1K | – | 305 |
|
|
2020
Q2 | $1K | Buy |
+30
| New | +$854 | ﹤0.01% | 399 |
|
|
2019
Q3 | – | Sell |
-60
| Closed | -$2K | – | 268 |
|
|
2019
Q2 | $2K | Buy |
+60
| New | +$1.97K | ﹤0.01% | 390 |
|
|
2019
Q1 | – | Sell |
-68
| Closed | -$2K | – | 238 |
|
|
2018
Q4 | $2K | Sell |
68
-12
| -15% | -$356 | ﹤0.01% | 364 |
|
|
2018
Q3 | $3K | Sell |
80
-6,816
| -99% | -$219K | ﹤0.01% | 351 |
|
|
2018
Q2 | $218K | Buy |
6,896
+6,806
| +7,562% | +$222K | 0.05% | 181 |
|
|
2018
Q1 | $3K | Sell |
90
-4
| -4% | -$128 | ﹤0.01% | 307 |
|
|
2017
Q4 | $3K | Sell |
94
-2
| -2% | -$65 | ﹤0.01% | 296 |
|
|
2017
Q3 | $4K | Sell |
96
-12,400
| -99% | -$389K | ﹤0.01% | 289 |
|
|
2017
Q2 | $390K | Buy |
12,496
+472
| +4% | +$15.3K | 0.05% | 193 |
|
|
2017
Q1 | $378K | Sell |
12,024
-184
| -2% | -$5.48K | 0.05% | 195 |
|
|
2016
Q4 | $351K | Sell |
12,208
-398
| -3% | -$10.9K | 0.04% | 194 |
|
|
2016
Q3 | $339K | Sell |
12,606
-420
| -3% | -$11.1K | 0.04% | 213 |
|
|
2016
Q2 | $330K | Sell |
13,026
-760
| -6% | -$19.7K | 0.03% | 208 |
|
|
2016
Q1 | $358K | Sell |
13,786
-608
| -4% | -$15.4K | 0.03% | 252 |
|
|
2015
Q4 | $388K | Sell |
14,394
-2,070
| -13% | -$61.1K | 0.03% | 262 |
|
|
2015
Q3 | $450K | Sell |
16,464
-246
| -1% | -$7.4K | 0.04% | 210 |
|
|
2015
Q2 | $515K | Sell |
16,710
-54,074
| -76% | -$1.77M | 0.04% | 219 |
|
|
2015
Q1 | $2.34M | Buy |
70,784
+70,692
| +76,839% | +$2.19M | 0.16% | 116 |
|
|
2014
Q4 | $3K | Buy |
+92
| New | +$2.6K | ﹤0.01% | 587 |
|
|
2013
Q4 | – | Sell |
-12,802
| Closed | -$341K | – | 621 |
|
|
2013
Q3 | $341K | Buy |
12,802
+508
| +4% | +$13.1K | 0.04% | 177 |
|
|
2013
Q2 | $296K | Buy |
+12,294
| New | +$310K | 0.05% | 166 |
|
Other funds holding HEDJ
PC
KCM