Edgemoor Investment Advisors’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
Q3 | – | Sell |
-120,130
| Closed | -$3.04M | – | 122 |
|
2016
Q2 | $3.04M | Sell |
120,130
-19,330
| -14% | -$489K | 0.48% | 62 |
|
2016
Q1 | $3.62M | Sell |
139,460
-82,970
| -37% | -$2.15M | 0.56% | 61 |
|
2015
Q4 | $5.98M | Buy |
222,430
+25,690
| +13% | +$691K | 0.9% | 40 |
|
2015
Q3 | $5.38M | Buy |
196,740
+75,700
| +63% | +$2.07M | 0.82% | 41 |
|
2015
Q2 | $3.73M | Buy |
+121,040
| New | +$3.73M | 0.54% | 56 |
|