Dynamic Advisor Solutions’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-6,772
| Closed | -$214K | – | 415 |
|
2018
Q2 | $214K | Sell |
6,772
-470
| -6% | -$14.9K | 0.05% | 357 |
|
2018
Q1 | $227K | Sell |
7,242
-500
| -6% | -$15.7K | 0.06% | 308 |
|
2017
Q4 | $247K | Sell |
7,742
-628
| -8% | -$20K | 0.08% | 219 |
|
2017
Q3 | $271K | Sell |
8,370
-650
| -7% | -$21K | 0.11% | 187 |
|
2017
Q2 | $281K | Sell |
9,020
-814
| -8% | -$25.4K | 0.11% | 178 |
|
2017
Q1 | $309K | Sell |
9,834
-98
| -1% | -$3.08K | 0.12% | 171 |
|
2016
Q4 | $285K | Sell |
9,932
-1,218
| -11% | -$35K | 0.11% | 179 |
|
2016
Q3 | $300K | Buy |
11,150
+764
| +7% | +$20.6K | 0.11% | 192 |
|
2016
Q2 | $262K | Sell |
10,386
-2,402
| -19% | -$60.6K | 0.11% | 179 |
|
2016
Q1 | $332K | Sell |
12,788
-2,918
| -19% | -$75.8K | 0.14% | 156 |
|
2015
Q4 | $423K | Buy |
15,706
+5,828
| +59% | +$157K | 0.17% | 146 |
|
2015
Q3 | $270K | Sell |
9,878
-12,038
| -55% | -$329K | 0.14% | 146 |
|
2015
Q2 | $675K | Buy |
21,916
+7,866
| +56% | +$242K | 0.39% | 70 |
|
2015
Q1 | $465K | Buy |
+14,050
| New | +$465K | 0.23% | 122 |
|