Valley Wealth Managers’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 | $6.77M | Sell |
140,659
-10,974
| -7% | -$528K | 0.49% | 51 |
|
|
2025
Q1 | $7.2M | Sell |
151,633
-13,421
| -8% | -$637K | 0.55% | 49 |
|
|
2024
Q4 | $7.22M | Sell |
165,054
-18,426
| -10% | -$806K | 0.54% | 51 |
|
|
2024
Q3 | $8.24M | Buy |
183,480
+45,944
| +33% | +$2.06M | 0.61% | 49 |
|
|
2024
Q2 | $6.22M | Buy |
137,536
+19,928
| +17% | +$901K | 0.5% | 50 |
|
|
2024
Q1 | $5.68M | Sell |
117,608
-11,712
| -9% | -$566K | 0.43% | 56 |
|
|
2023
Q4 | $5.54M | Buy |
129,320
+2,193
| +2% | +$94K | 0.43% | 51 |
|
|
2023
Q3 | $5.02M | Buy |
+127,127
| New | +$5.02M | 0.42% | 58 |
|