Westside Investment Management’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 | $161K | Hold |
3,356
| – | – | 0.03% | 279 |
|
|
2025
Q1 | $159K | Hold |
3,356
| – | – | 0.03% | 254 |
|
|
2024
Q4 | $147K | Sell |
3,356
-1,200
| -26% | -$52.5K | 0.03% | 264 |
|
|
2024
Q3 | $205K | Hold |
4,556
| – | – | 0.04% | 235 |
|
|
2024
Q2 | $206K | Hold |
4,556
| – | – | 0.05% | 223 |
|
|
2024
Q1 | $220K | Hold |
4,556
| – | – | 0.05% | 217 |
|
|
2023
Q4 | $195K | Hold |
4,556
| – | – | 0.05% | 211 |
|
|
2023
Q3 | $180K | Sell |
4,556
-200
| -4% | -$7.9K | 0.05% | 214 |
|
|
2023
Q2 | $195K | Hold |
4,756
| – | – | 0.06% | 209 |
|
|
2023
Q1 | $195K | Hold |
4,756
| – | – | 0.06% | 206 |
|
|
2022
Q4 | $166 | Hold |
4,756
| – | – | ﹤0.01% | 330 |
|
|
2022
Q3 | $147 | Hold |
4,756
| – | – | ﹤0.01% | 335 |
|
|
2022
Q2 | $155 | Hold |
4,756
| – | – | ﹤0.01% | 328 |
|
|
2022
Q1 | $174 | Hold |
4,756
| – | – | ﹤0.01% | 330 |
|
|
2021
Q4 | $190 | Hold |
4,756
| – | – | ﹤0.01% | 312 |
|
|
2021
Q3 | $180 | Hold |
4,756
| – | – | ﹤0.01% | 310 |
|
|
2021
Q2 | $181 | Hold |
4,756
| – | – | ﹤0.01% | 302 |
|
|
2021
Q1 | $173 | Hold |
4,756
| – | – | ﹤0.01% | 299 |
|
|
2020
Q4 | $157 | Hold |
4,756
| – | – | ﹤0.01% | 264 |
|
|
2020
Q3 | $146 | Hold |
4,756
| – | – | ﹤0.01% | 276 |
|
|
2020
Q2 | $144 | Hold |
4,756
| – | – | ﹤0.01% | 253 |
|
|
2020
Q1 | $121 | Buy |
+4,756
| New | +$121 | ﹤0.01% | 266 |
|
|
2019
Q2 | $352 | Buy |
+10,666
| New | +$352 | ﹤0.01% | 160 |
|
|
2018
Q4 | $320K | Sell |
11,356
-4,544
| -29% | -$128K | 0.12% | 120 |
|
|
2018
Q3 | $505K | Buy |
15,900
+570
| +4% | +$18.1K | 0.16% | 84 |
|
|
2018
Q2 | $483K | Sell |
15,330
-204
| -1% | -$6.43K | 0.17% | 84 |
|
|
2018
Q1 | $481K | Sell |
15,534
-1,214
| -7% | -$37.6K | 0.26% | 83 |
|
|
2017
Q4 | $551K | Sell |
16,748
-1,860
| -10% | -$61.2K | 0.3% | 73 |
|
|
2017
Q3 | $604K | Sell |
18,608
-850
| -4% | -$27.6K | 0.36% | 66 |
|
|
2017
Q2 | $610K | Sell |
19,458
-596
| -3% | -$18.7K | 0.4% | 60 |
|
|
2017
Q1 | $625K | Buy |
20,054
+1,210
| +6% | +$37.7K | 0.3% | 58 |
|
|
2016
Q4 | $547K | Buy |
+18,844
| New | +$547K | 0.37% | 39 |
|