EFS
Essex Financial Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,681
| Closed | -$231K | – | 304 |
|
|
2018
Q1 | $231K | Buy |
+3,681
| New | +$231K | 0.05% | 306 |
|
|
2017
Q3 | – | Sell |
-4,781
| Closed | -$298K | – | 303 |
|
|
2017
Q2 | $298K | Hold |
4,781
| – | – | 0.06% | 272 |
|
|
2017
Q1 | $300K | Sell |
4,781
-428
| -8% | -$26.9K | 0.07% | 252 |
|
|
2016
Q4 | $299K | Sell |
5,209
-1,077
| -17% | -$61.8K | 0.06% | 253 |
|
|
2016
Q3 | $338K | Sell |
6,286
-398
| -6% | -$21.4K | 0.08% | 222 |
|
|
2016
Q2 | $338K | Sell |
6,684
-1,155
| -15% | -$58.4K | 0.08% | 222 |
|
|
2016
Q1 | $407K | Sell |
7,839
-13,620
| -63% | -$707K | 0.1% | 193 |
|
|
2015
Q4 | $1.16M | Sell |
21,459
-3,625
| -14% | -$195K | 0.28% | 85 |
|
|
2015
Q3 | $1.37M | Sell |
25,084
-1,815
| -7% | -$99.2K | 0.36% | 71 |
|
|
2015
Q2 | $1.66M | Buy |
26,899
+5,134
| +24% | +$316K | 0.43% | 63 |
|
|
2015
Q1 | $1.44M | Buy |
+21,765
| New | +$1.44M | 0.37% | 69 |
|