Big Sur Wealth Management LLC Wisdomtree Europe Hedged Equit Transaction History

Big Sur Wealth Management LLC

  • $311 Million
  • Q1 2024

A detailed history of Big Sur Wealth Management LLC transactions in Wisdomtree Europe Hedged Equit stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 5,600 shares of HEDJ stock, worth $256,368. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,600
Previous 5,600 -0.0%
Holding current value
$256,368
Previous $239,000 12.97%
% of portfolio
0.09%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
BUY
$38.81 - $83.93 $217,336 - $470,008
5,600 New
5,600 $221,000
Q4 2022

Feb 09, 2023
SELL
$68.5 - $74.29 $77,062 - $83,576
-1,125 Reduced 18.83%
4,850 $339,000
Q3 2022

Nov 08, 2022
SELL
N/A
-800 Reduced 11.81%
5,975 $372,000
Q3 2020

Oct 30, 2020
SELL
N/A
-900 Reduced 11.73%
6,775 $418,000
Q2 2020

Jul 31, 2020
BUY
N/A
2,000 Added 35.24%
7,675 $466,000
Q1 2020

May 05, 2020
SELL
N/A
-2,000 Reduced 26.06%
5,675 $291,000
Q4 2019

Jan 30, 2020
SELL
N/A
-18,000 Reduced 70.11%
7,675 $542,000
Q2 2019

Jul 05, 2019
SELL
N/A
-3,000 Reduced 10.46%
25,675 $1.72 Million
Q1 2019

Apr 05, 2019
BUY
N/A
16,000 Added 126.23%
28,675 $1.83 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-250 Reduced 1.93%
12,675 $715,000
Q3 2018

Oct 23, 2018
SELL
N/A
-325 Reduced 2.45%
12,925 $817,000
Q2 2017

Aug 14, 2017
BUY
N/A
13,250
13,250 $834,000

Others Institutions Holding HEDJ

# of Institutions
208
Shares Held
15.4M
Call Options Held
400
Put Options Held
0
View Full List

About WISDOMTREE EUROPE HEDGED EQUIT

HEDJ Quotes by TradingView
  • Ticker HEDJ
  • Sector ETFs
  • Industry ETFs
More about HEDJ
Track This Portfolio

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email