CVM
Cheviot Value Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520 | Buy |
11
+1
| +10% | +$47 | ﹤0.01% | 393 |
|
|
2025
Q1 | $498 | Buy |
+10
| New | +$498 | ﹤0.01% | 416 |
|
|
2020
Q2 | – | Sell |
-18,081
| Closed | -$926K | – | 57 |
|
|
2020
Q1 | $926K | Sell |
18,081
-819
| -4% | -$41.9K | 0.42% | 34 |
|
|
2019
Q4 | $1.33M | Sell |
18,900
-368
| -2% | -$26K | 0.51% | 37 |
|
|
2019
Q3 | $1.3M | Sell |
19,268
-987
| -5% | -$66.4K | 0.55% | 38 |
|
|
2019
Q2 | $1.34M | Sell |
20,255
-495
| -2% | -$32.7K | 0.58% | 38 |
|
|
2019
Q1 | $1.33M | Sell |
20,750
-3
| -0% | -$192 | 0.64% | 36 |
|
|
2018
Q4 | $1.17M | Buy |
20,753
+185
| +0.9% | +$10.4K | 0.61% | 35 |
|
|
2018
Q3 | $1.3M | Sell |
20,568
-1,256
| -6% | -$79.4K | 0.61% | 34 |
|
|
2018
Q2 | $1.38M | Buy |
21,824
+1,843
| +9% | +$116K | 0.68% | 32 |
|
|
2018
Q1 | $1.25M | Buy |
19,981
+3,685
| +23% | +$231K | 0.65% | 33 |
|
|
2017
Q4 | $1.04M | Buy |
16,296
+2,066
| +15% | +$132K | 0.54% | 32 |
|
|
2017
Q3 | $921K | Buy |
14,230
+3,710
| +35% | +$240K | 0.5% | 32 |
|
|
2017
Q2 | $656K | Buy |
10,520
+1,688
| +19% | +$105K | 0.38% | 31 |
|
|
2017
Q1 | $555K | Buy |
8,832
+1,330
| +18% | +$83.6K | 0.31% | 33 |
|
|
2016
Q4 | $431K | Buy |
7,502
+340
| +5% | +$19.5K | 0.26% | 37 |
|
|
2016
Q3 | $385K | Sell |
7,162
-3,505
| -33% | -$188K | 0.24% | 33 |
|
|
2016
Q2 | $539K | Buy |
10,667
+575
| +6% | +$29.1K | 0.32% | 30 |
|
|
2016
Q1 | $524K | Buy |
10,092
+3,610
| +56% | +$187K | 0.33% | 31 |
|
|
2015
Q4 | $349K | Buy |
6,482
+1,015
| +19% | +$54.6K | 0.23% | 33 |
|
|
2015
Q3 | $299K | Buy |
5,467
+1,522
| +39% | +$83.2K | 0.2% | 33 |
|
|
2015
Q2 | $243K | Buy |
+3,945
| New | +$243K | 0.14% | 33 |
|