Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,012
| Closed | -$33K | – | 1496 |
|
|
2019
Q2 | $33K | Sell |
1,012
-1,044
| -51% | -$34K | 0.01% | 392 |
|
|
2019
Q1 | $65K | Sell |
2,056
-1,668
| -45% | -$52.7K | 0.02% | 245 |
|
|
2018
Q4 | $105K | Sell |
3,724
-3,052
| -45% | -$86.1K | 0.04% | 170 |
|
|
2018
Q3 | $214K | Sell |
6,776
-1,240
| -15% | -$39.2K | 0.09% | 98 |
|
|
2018
Q2 | $253K | Sell |
8,016
-39,580
| -83% | -$1.25M | 0.09% | 98 |
|
|
2018
Q1 | $1.49M | Sell |
47,596
-161,384
| -77% | -$5.06M | 0.57% | 30 |
|
|
2017
Q4 | $6.66M | Buy |
+208,980
| New | +$6.66M | 2.2% | 14 |
|