West Financial 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 | $179K | Sell |
3,714
-130
| -3% | -$6.26K | 0.03% | 60 |
|
|
2025
Q1 | $183K | Sell |
3,844
-1,207
| -24% | -$57.3K | 0.03% | 63 |
|
|
2024
Q4 | $221K | Sell |
5,051
-100
| -2% | -$4.37K | 0.04% | 54 |
|
|
2024
Q3 | $231K | Hold |
5,151
| – | – | 0.04% | 52 |
|
|
2024
Q2 | $233K | Sell |
5,151
-143
| -3% | -$6.47K | 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% | -$68.4K | 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% | -$253K | 0.07% | 50 |
|
|
2021
Q4 | $566K | Sell |
14,110
-1,030
| -7% | -$41.3K | 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 | +$502K | 0.18% | 29 |
|