VALLEY FINANCIAL MANAGEMENT, INC. HEDJ Holdings History
VALLEY FINANCIAL MANAGEMENT, INC.'s WisdomTree Europe Hedged Equity Fund Holding Summary
As of 2023-06-30, VALLEY FINANCIAL MANAGEMENT, INC. held 266,858.00 shares of WisdomTree Europe Hedged Equity Fund(HEDJ), totaling $10.92 Mil. This investment constitutes 5.65% of their stock portfolio, and VALLEY FINANCIAL MANAGEMENT, INC. now holds 0.38% of the outstanding WisdomTree Europe Hedged Equity Fund(HEDJ) stock.
The initial trade took place in 2023Q1. And since then VALLEY FINANCIAL MANAGEMENT, INC. has made 2 purchases of HEDJ, at an average price of $39.14, for a total of 266,858.00 shares. Based on historical transaction data and HEDJ's current price of $48.39, VALLEY FINANCIAL MANAGEMENT, INC.'s estimated gain on his HEDJ holdings is $2.47 Mil, reflecting a 23.64% gain to date.
VALLEY FINANCIAL MANAGEMENT, INC. HEDJ ($48.39) Holding Chart
VALLEY FINANCIAL MANAGEMENT, INC. HEDJ ($48.39) 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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