EWM
Evercore Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,617
| Closed | -$229K | – | 390 |
|
|
2018
Q3 | $229K | Hold |
3,617
| – | – | 0.01% | 382 |
|
|
2018
Q2 | $228K | Buy |
+3,617
| New | +$228K | 0.01% | 369 |
|
|
2016
Q1 | – | Sell |
-1,903
| Closed | -$102K | – | 968 |
|
|
2015
Q4 | $102K | Sell |
1,903
-3,034
| -61% | -$163K | ﹤0.01% | 471 |
|
|
2015
Q3 | $270K | Buy |
4,937
+1,531
| +45% | +$83.7K | 0.01% | 338 |
|
|
2015
Q2 | $210K | Buy |
3,406
+3,034
| +816% | +$187K | 0.01% | 411 |
|
|
2015
Q1 | $25K | Buy |
+372
| New | +$25K | ﹤0.01% | 746 |
|
|
2014
Q2 | – | Sell |
-190
| Closed | -$11K | – | 1022 |
|
|
2014
Q1 | $11K | Sell |
190
-650
| -77% | -$37.6K | ﹤0.01% | 815 |
|
|
2013
Q4 | $48K | Buy |
+840
| New | +$48K | ﹤0.01% | 567 |
|