Defined Financial Planning LLC HEDJ Holdings History
Defined Financial Planning LLC's WisdomTree Europe Hedged Equity Fund Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held 77,100.00 shares of WisdomTree Europe Hedged Equity Fund(HEDJ), totaling $3.73 Mil. This investment constitutes 3.32% of their stock portfolio, and Defined Financial Planning LLC now holds 0.22% of the outstanding WisdomTree Europe Hedged Equity Fund(HEDJ) stock.
The initial trade took place in 2025Q1. And since then Defined Financial Planning LLC has made 2 purchases of HEDJ, at an average price of $47.70, for a total of 77,100.00 shares. Based on historical transaction data and HEDJ's current price of $49.13, Defined Financial Planning LLC's estimated gain on his HEDJ holdings is $110,257.44, reflecting a 3.00% gain to date.
Defined Financial Planning LLC HEDJ ($49.13) Holding Chart
Defined Financial Planning LLC HEDJ ($49.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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