United Capital Financial Advisors’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 | $717K | Buy |
14,910
+8,100
| +119% | +$390K | 0.01% | 673 |
|
|
2025
Q1 | $323K | Buy |
+6,810
| New | +$323K | ﹤0.01% | 862 |
|
|
2015
Q4 | – | Sell |
-271,976
| Closed | -$7.43M | – | 1247 |
|
|
2015
Q3 | $7.43M | Sell |
271,976
-48,768
| -15% | -$1.33M | 0.09% | 238 |
|
|
2015
Q2 | $9.88M | Buy |
320,744
+51,322
| +19% | +$1.58M | 0.11% | 219 |
|
|
2015
Q1 | $8.66M | Buy |
269,422
+261,206
| +3,179% | +$8.39M | 0.11% | 242 |
|
|
2014
Q4 | $228K | Buy |
+8,216
| New | +$228K | ﹤0.01% | 1053 |
|