CW
Cobiz Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-39,246
| Closed | -$2.11M | – | 143 |
|
|
2015
Q4 | $2.11M | Sell |
39,246
-1,920
| -5% | -$103K | 0.5% | 61 |
|
|
2015
Q3 | $2.25M | Sell |
41,166
-8,523
| -17% | -$466K | 0.55% | 61 |
|
|
2015
Q2 | $3.06M | Buy |
49,689
+22,443
| +82% | +$1.38M | 0.68% | 56 |
|
|
2015
Q1 | $1.8M | Buy |
+27,246
| New | +$1.8M | 0.4% | 64 |
|