West Financial Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$188K	Sell	3,305 -253	-7%	-$14.1K	0.03%	65
2026 Q1	$186K	Sell	3,558 -156	-4%	-$8.43K	0.03%	57
2025 Q4	$197K	Hold	3,714	–	–	0.03%	58
2025 Q3	$187K	Hold	3,714	–	–	0.03%	60
2025 Q2	$179K	Sell	3,714 -130	-3%	-$6.21K	0.03%	60
2025 Q1	$183K	Sell	3,844 -1,207	-24%	-$57.5K	0.03%	63
2024 Q4	$221K	Sell	5,051 -100	-2%	-$4.39K	0.04%	54
2024 Q3	$231K	Hold	5,151	–	–	0.04%	52
2024 Q2	$233K	Sell	5,151 -143	-3%	-$6.75K	0.05%	53
2024 Q1	$256K	Hold	5,294	–	–	0.05%	51
2023 Q4	$227K	Hold	5,294	–	–	0.05%	52
2023 Q3	$209K	Hold	5,294	–	–	0.05%	51
2023 Q2	$217K	Hold	5,294	–	–	0.05%	51
2023 Q1	$218K	Hold	5,294	–	–	0.06%	49
2022 Q4	$185K	Sell	5,294 -1,956	-27%	-$67.9K	0.05%	51
2022 Q3	$225K	Hold	7,250	–	–	0.07%	51
2022 Q2	$238K	Hold	7,250	–	–	0.07%	46
2022 Q1	$267K	Sell	7,250 -6,860	-49%	-$260K	0.07%	50
2021 Q4	$566K	Sell	14,110 -1,030	-7%	-$40.6K	0.15%	37
2021 Q3	$576K	Hold	15,140	–	–	0.17%	33
2021 Q2	$577K	Hold	15,140	–	–	0.18%	29
2021 Q1	$551K	Hold	15,140	–	–	0.18%	29
2020 Q4	$502K	Buy	+15,140	New	+$486K	0.18%	29

Other funds holding HEDJ