B. Riley Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-4,154
| Closed | -$127K | – | 392 |
|
2015
Q2 | $127K | Sell |
4,154
-1,196
| -22% | -$36.6K | 0.1% | 237 |
|
2015
Q1 | $176K | Sell |
5,350
-1,030
| -16% | -$33.9K | 0.13% | 214 |
|
2014
Q4 | $177K | Buy |
6,380
+1,080
| +20% | +$30K | 0.14% | 180 |
|
2014
Q3 | $153K | Buy |
5,300
+1,000
| +23% | +$28.9K | 0.11% | 229 |
|
2014
Q2 | $125K | Buy |
+4,300
| New | +$125K | 0.08% | 302 |
|