BBR Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,440
| Closed | -$416K | – | 206 |
|
|
2021
Q1 | $416K | Buy |
+11,440
| New | +$416K | 0.03% | 138 |
|
|
2020
Q1 | – | Sell |
-10,920
| Closed | -$385K | – | 179 |
|
|
2019
Q4 | $385K | Hold |
10,920
| – | – | 0.04% | 125 |
|
|
2019
Q3 | $367K | Hold |
10,920
| – | – | 0.06% | 88 |
|
|
2019
Q2 | $361K | Hold |
10,920
| – | – | 0.06% | 84 |
|
|
2019
Q1 | $349K | Hold |
10,920
| – | – | 0.05% | 105 |
|
|
2018
Q4 | $308K | Hold |
10,920
| – | – | 0.04% | 116 |
|
|
2018
Q3 | $345K | Sell |
10,920
-35,010
| -76% | -$1.11M | 0.05% | 83 |
|
|
2018
Q2 | $1.45M | Buy |
+45,930
| New | +$1.45M | 0.24% | 38 |
|
|
2015
Q3 | – | Sell |
-9,028
| Closed | -$278K | – | 71 |
|
|
2015
Q2 | $278K | Buy |
+9,028
| New | +$278K | 0.03% | 58 |
|