Number of Shares
189,792.00
Current Holdings Value*
$9.01 Mil
% of Portfolio
5.45%
Total Estimate Gain
$1.70 Mil
% of Total Estimate Gain
18.57%

RETIREMENT FINANCIAL SOLUTIONS, LLC's WisdomTree Europe Hedged Equity Fund Holding Summary

As of 2025-03-31, RETIREMENT FINANCIAL SOLUTIONS, LLC held 189,792.00 shares of WisdomTree Europe Hedged Equity Fund(HEDJ), totaling $9.01 Mil. This investment constitutes 5.45% of their stock portfolio, and RETIREMENT FINANCIAL SOLUTIONS, LLC now holds 0.53% of the outstanding WisdomTree Europe Hedged Equity Fund(HEDJ) stock.

The initial trade took place in 2022Q4. And since then RETIREMENT FINANCIAL SOLUTIONS, LLC has made 7 purchases of HEDJ, at an average price of $40.61, for a total of 225,238.00 shares. In addition, there have been 2 sales at an average price of $47.45 for 35,446.00 shares. Based on historical transaction data and HEDJ's current price of $48.29, RETIREMENT FINANCIAL SOLUTIONS, LLC's estimated gain on his HEDJ holdings is $1.70 Mil, reflecting a 18.57% gain to date.

RETIREMENT FINANCIAL SOLUTIONS, LLC HEDJ ($48.29) Holding Chart

RETIREMENT FINANCIAL SOLUTIONS, LLC HEDJ ($48.29) 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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