Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-35,316
| Closed | -$913K | – | 689 |
|
|
2016
Q1 | $913K | Sell |
35,316
-8,080
| -19% | -$209K | 0.12% | 214 |
|
|
2015
Q4 | $1.16M | Buy |
+43,396
| New | +$1.16M | 0.16% | 161 |
|
|
2015
Q3 | – | Sell |
-66,748
| Closed | -$2.06M | – | 708 |
|
|
2015
Q2 | $2.06M | Buy |
66,748
+11,408
| +21% | +$351K | 0.27% | 85 |
|
|
2015
Q1 | $708K | Buy |
+55,340
| New | +$708K | 0.2% | 146 |
|