Circle Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,894
| Closed | -$376K | – | 88 |
|
|
2018
Q3 | $376K | Hold |
11,894
| – | – | 0.12% | 67 |
|
|
2018
Q2 | $375K | Buy |
11,894
+268
| +2% | +$8.45K | 0.13% | 67 |
|
|
2018
Q1 | $365K | Buy |
11,626
+50
| +0.4% | +$1.57K | 0.13% | 65 |
|
|
2017
Q4 | $369K | Sell |
11,576
-826
| -7% | -$26.3K | 0.14% | 64 |
|
|
2017
Q3 | $401K | Sell |
12,402
-56,614
| -82% | -$1.83M | 0.16% | 56 |
|
|
2017
Q2 | $2.15M | Buy |
69,016
+98
| +0.1% | +$3.05K | 0.95% | 16 |
|
|
2017
Q1 | $2.16M | Sell |
68,918
-2,908
| -4% | -$91.3K | 1.04% | 12 |
|
|
2016
Q4 | $2.06M | Buy |
+71,826
| New | +$2.06M | 1.1% | 13 |
|