Wealthcare Advisory Partners’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 | $282K | Sell |
5,862
-257
| -4% | -$12.4K | 0.01% | 809 |
|
|
2025
Q1 | $291K | Sell |
6,119
-2,253
| -27% | -$107K | 0.01% | 752 |
|
|
2024
Q4 | $366K | Buy |
8,372
+93
| +1% | +$4.07K | 0.01% | 650 |
|
|
2024
Q3 | $372K | Buy |
8,279
+69
| +0.8% | +$3.1K | 0.01% | 648 |
|
|
2024
Q2 | $371K | Buy |
8,210
+512
| +7% | +$23.1K | 0.01% | 608 |
|
|
2024
Q1 | $372K | Sell |
7,698
-562
| -7% | -$27.1K | 0.01% | 616 |
|
|
2023
Q4 | $354K | Sell |
8,260
-848
| -9% | -$36.3K | 0.01% | 563 |
|
|
2023
Q3 | $360K | Sell |
9,108
-1,514
| -14% | -$59.8K | 0.02% | 511 |
|
|
2023
Q2 | $435K | Buy |
10,622
+2,414
| +29% | +$98.8K | 0.02% | 473 |
|
|
2023
Q1 | $337K | Buy |
8,208
+1,224
| +18% | +$50.3K | 0.01% | 551 |
|
|
2022
Q4 | $244K | Sell |
6,984
-2,470
| -26% | -$86.4K | 0.01% | 594 |
|
|
2022
Q3 | $294K | Buy |
9,454
+890
| +10% | +$27.7K | 0.02% | 488 |
|
|
2022
Q2 | $281K | Buy |
8,564
+570
| +7% | +$18.7K | 0.02% | 446 |
|
|
2022
Q1 | $294K | Buy |
7,994
+1,928
| +32% | +$70.9K | 0.02% | 420 |
|
|
2021
Q4 | $243K | Sell |
6,066
-782
| -11% | -$31.3K | 0.01% | 493 |
|
|
2021
Q3 | $260K | Buy |
+6,848
| New | +$260K | 0.02% | 456 |
|
|
2021
Q2 | – | Sell |
-2,496
| Closed | -$91K | – | 1106 |
|
|
2021
Q1 | $91K | Buy |
+2,496
| New | +$91K | 0.01% | 695 |
|
|
2020
Q2 | – | Sell |
-2,842
| Closed | -$73K | – | 776 |
|
|
2020
Q1 | $73K | Buy |
2,842
+222
| +8% | +$5.7K | 0.01% | 433 |
|
|
2019
Q4 | $92K | Hold |
2,620
| – | – | 0.01% | 419 |
|
|
2019
Q3 | $88K | Sell |
2,620
-712
| -21% | -$23.9K | 0.01% | 419 |
|
|
2019
Q2 | $110K | Buy |
3,332
+718
| +27% | +$23.7K | 0.02% | 356 |
|
|
2019
Q1 | $84K | Buy |
2,614
+100
| +4% | +$3.21K | 0.01% | 365 |
|
|
2018
Q4 | $71K | Sell |
2,514
-254
| -9% | -$7.17K | 0.01% | 367 |
|
|
2018
Q3 | $87K | Buy |
2,768
+460
| +20% | +$14.5K | 0.02% | 359 |
|
|
2018
Q2 | $73K | Hold |
2,308
| – | – | 0.01% | 389 |
|
|
2018
Q1 | $72K | Buy |
2,308
+186
| +9% | +$5.8K | 0.02% | 336 |
|
|
2017
Q4 | $68K | Buy |
2,122
+318
| +18% | +$10.2K | 0.02% | 325 |
|
|
2017
Q3 | $58K | Buy |
+1,804
| New | +$58K | 0.02% | 285 |
|