Wealthgate Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,614
| Closed | -$272K | – | 20 |
|
|
2023
Q1 | $272K | Hold |
6,614
| – | – | 0.78% | 19 |
|
|
2022
Q4 | $231K | Hold |
6,614
| – | – | 0.63% | 19 |
|
|
2022
Q3 | $206K | Hold |
6,614
| – | – | 0.55% | 19 |
|
|
2022
Q2 | $217K | Sell |
6,614
-52,624
| -89% | -$1.73M | 0.54% | 20 |
|
|
2022
Q1 | $2.18M | Buy |
59,238
+30
| +0.1% | +$1.1K | 4.37% | 6 |
|
|
2021
Q4 | $2.37M | Buy |
59,208
+148
| +0.3% | +$5.93K | 3.7% | 7 |
|
|
2021
Q3 | $2.25M | Buy |
59,060
+46
| +0.1% | +$1.75K | 3.45% | 6 |
|
|
2021
Q2 | $2.25M | Sell |
59,014
-52,554
| -47% | -$2M | 4.44% | 5 |
|
|
2021
Q1 | $4.06M | Buy |
111,568
+28
| +0% | +$1.02K | 5.52% | 4 |
|
|
2020
Q4 | $3.7M | Buy |
+111,540
| New | +$3.7M | 5.53% | 5 |
|