Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,000
| Closed | -$284K | – | 1257 |
|
|
2018
Q3 | $284K | Hold |
9,000
| – | – | 0.05% | 225 |
|
|
2018
Q2 | $284K | Hold |
9,000
| – | – | 0.05% | 232 |
|
|
2018
Q1 | $282K | Sell |
9,000
-930
| -9% | -$29.1K | 0.06% | 220 |
|
|
2017
Q4 | $316K | Hold |
9,930
| – | – | 0.05% | 217 |
|
|
2017
Q3 | $321K | Hold |
9,930
| – | – | 0.06% | 210 |
|
|
2017
Q2 | $309K | Hold |
9,930
| – | – | 0.06% | 206 |
|
|
2017
Q1 | $312K | Hold |
9,930
| – | – | 0.06% | 196 |
|
|
2016
Q4 | $285K | Sell |
9,930
-13,646
| -58% | -$392K | 0.07% | 197 |
|
|
2016
Q3 | $633K | Hold |
23,576
| – | – | 0.17% | 112 |
|
|
2016
Q2 | $596K | Sell |
23,576
-954
| -4% | -$24.1K | 0.17% | 114 |
|
|
2016
Q1 | $637K | Buy |
24,530
+4,194
| +21% | +$109K | 0.23% | 90 |
|
|
2015
Q4 | $547K | Buy |
20,336
+2,282
| +13% | +$61.4K | 0.22% | 101 |
|
|
2015
Q3 | $493K | Buy |
18,054
+3,484
| +24% | +$95.1K | 0.21% | 111 |
|
|
2015
Q2 | $449K | Buy |
14,570
+830
| +6% | +$25.6K | 0.16% | 114 |
|
|
2015
Q1 | $454K | Buy |
+13,740
| New | +$454K | 0.18% | 110 |
|