Edge Wealth Management LLC Wisdomtree Europe Hedged Equit Transaction History

Edge Wealth Management LLC

$476 Million
Q1 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	N/A	-3,889 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	N/A	1,669 Added 75.18%	3,889 $286,000
Q4 2021 Jan 14, 2022	BUY	N/A	1,264 Added 132.22%	2,220 $178,000
Q1 2021 Apr 09, 2021	SELL	N/A	-24 Reduced 2.45%	956 $70,000
Q4 2020 Jan 19, 2021	SELL	N/A	-38 Reduced 3.73%	980 $65,000

Q3 2020 Oct 21, 2020	BUY	N/A	44 Added 4.52%	1,018 $63,000
Q2 2020 Aug 03, 2020	BUY	N/A	10 Added 1.04%	974 $59,000
Q1 2020 Apr 20, 2020	BUY	N/A	150 Added 18.43%	964 $49,000
Q4 2019 Jan 29, 2020	BUY	N/A	40 Added 5.17%	814 $57,000
Q3 2019 Oct 21, 2019	BUY	N/A	15 Added 1.98%	774 $52,000
Q2 2019 Jul 15, 2019	SELL	N/A	-316 Reduced 29.4%	759 $50,000
Q4 2018 Jan 11, 2019	SELL	N/A	-128,820 Reduced 99.17%	1,075 $61,000
Q3 2018 Oct 22, 2018	SELL	N/A	-628 Reduced 0.48%	129,895 $8.21 Million
Q2 2018 Jul 17, 2018	BUY	N/A	4,518 Added 3.59%	130,523 $8.24 Million
Q1 2018 Apr 05, 2018	BUY	N/A	11,797 Added 10.33%	126,005 $7.9 Million
Q4 2017 Jan 18, 2018	BUY	N/A	3,094 Added 2.78%	114,208 $7.29 Million
Q3 2017 Oct 19, 2017	BUY	N/A	111,114	111,114 $7.19 Million

Others Institutions Holding HEDJ

# of Institutions

209

Shares Held

15.4M

Call Options Held

400

Put Options Held

0

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