Barrington Strategic Wealth Management Group’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $715K | Buy |
+22,110
| New | +$715K | 0.36% | 71 |
|
2016
Q2 | – | Sell |
-165,140
| Closed | -$4.29M | – | 99 |
|
2016
Q1 | $4.29M | Sell |
165,140
-18,254
| -10% | -$474K | 2.48% | 7 |
|
2015
Q4 | $4.93M | Buy |
183,394
+3,896
| +2% | +$105K | 2.89% | 4 |
|
2015
Q3 | $4.91M | Buy |
179,498
+994
| +0.6% | +$27.2K | 3.13% | 5 |
|
2015
Q2 | $5.5M | Buy |
178,504
+10,260
| +6% | +$316K | 3.31% | 4 |
|
2015
Q1 | $5.56M | Buy |
168,244
+18,514
| +12% | +$612K | 3.41% | 4 |
|
2014
Q4 | $4.16M | Buy |
+149,730
| New | +$4.16M | 2.66% | 5 |
|