Beacon Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-84,866
| Closed | -$2.2M | – | 188 |
|
|
2016
Q1 | $2.2M | Sell |
84,866
-3,802
| -4% | -$98.7K | 0.38% | 82 |
|
|
2015
Q4 | $2.39M | Sell |
88,668
-11,860
| -12% | -$319K | 0.41% | 78 |
|
|
2015
Q3 | $2.75M | Buy |
100,528
+3,864
| +4% | +$106K | 0.48% | 68 |
|
|
2015
Q2 | $2.98M | Buy |
96,664
+14,110
| +17% | +$435K | 0.48% | 69 |
|
|
2015
Q1 | $2.73M | Buy |
+82,554
| New | +$2.73M | 0.42% | 71 |
|