BTR Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.09M | Hold |
35,110
| – | – | 0.17% | 71 |
|
|
2022
Q2 | $1.15M | Sell |
35,110
-870
| -2% | -$28.5K | 0.17% | 73 |
|
|
2022
Q1 | $1.32M | Sell |
35,980
-6,900
| -16% | -$254K | 0.16% | 71 |
|
|
2021
Q4 | $1.72M | Sell |
42,880
-71,272
| -62% | -$2.86M | 0.19% | 67 |
|
|
2021
Q3 | $4.34M | Buy |
114,152
+900
| +0.8% | +$34.2K | 0.54% | 46 |
|
|
2021
Q2 | $4.32M | Sell |
113,252
-1,800
| -2% | -$68.6K | 0.54% | 47 |
|
|
2021
Q1 | $4.19M | Buy |
115,052
+12,300
| +12% | +$448K | 0.61% | 43 |
|
|
2020
Q4 | $3.41M | Buy |
102,752
+200
| +0.2% | +$6.63K | 0.53% | 44 |
|
|
2020
Q3 | $3.17M | Buy |
102,552
+19,794
| +24% | +$611K | 0.56% | 43 |
|
|
2020
Q2 | $2.51M | Sell |
82,758
-350
| -0.4% | -$10.6K | 0.47% | 45 |
|
|
2020
Q1 | $2.13M | Sell |
83,108
-1,280
| -2% | -$32.8K | 0.47% | 45 |
|
|
2019
Q4 | $2.98M | Sell |
84,388
-2,300
| -3% | -$81.2K | 0.51% | 46 |
|
|
2019
Q3 | $2.92M | Buy |
86,688
+1,260
| +1% | +$42.4K | 0.55% | 45 |
|
|
2019
Q2 | $2.83M | Sell |
85,428
-4,140
| -5% | -$137K | 0.53% | 48 |
|
|
2019
Q1 | $2.86M | Sell |
89,568
-1,250
| -1% | -$39.9K | 0.55% | 48 |
|
|
2018
Q4 | $2.56M | Sell |
90,818
-35,960
| -28% | -$1.01M | 0.54% | 46 |
|
|
2018
Q3 | $4.01M | Sell |
126,778
-826
| -0.6% | -$26.1K | 0.7% | 42 |
|
|
2018
Q2 | $4.03M | Buy |
127,604
+2,750
| +2% | +$86.8K | 0.78% | 42 |
|
|
2018
Q1 | $3.92M | Buy |
+124,854
| New | +$3.92M | 0.78% | 41 |
|