Waverly 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 | – | Sell |
-6,082
| Closed | -$289K | – | 1199 |
|
|
2025
Q1 | $289K | Buy |
6,082
+700
| +13% | +$33.2K | ﹤0.01% | 932 |
|
|
2024
Q4 | $235K | Buy |
+5,382
| New | +$235K | ﹤0.01% | 887 |
|
|
2015
Q4 | – | Sell |
-2,112
| Closed | -$58K | – | 244 |
|
|
2015
Q3 | $58K | Buy |
+2,112
| New | +$58K | 0.04% | 113 |
|
|
2015
Q1 | – | Sell |
-2,626
| Closed | -$73K | – | 377 |
|
|
2014
Q4 | $73K | Hold |
2,626
| – | – | 0.04% | 95 |
|
|
2014
Q3 | $76K | Buy |
2,626
+1,812
| +223% | +$52.4K | 0.04% | 169 |
|
|
2014
Q2 | $24K | Buy |
+814
| New | +$24K | 0.01% | 301 |
|