FFS
Founders Financial Securities’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,000
| Closed | -$305K | – | 277 |
|
|
2021
Q2 | $305K | Buy |
+4,000
| New | +$305K | 0.06% | 227 |
|
|
2018
Q4 | – | Sell |
-4,819
| Closed | -$305K | – | 105 |
|
|
2018
Q3 | $305K | Sell |
4,819
-1,523
| -24% | -$96.4K | 0.08% | 91 |
|
|
2018
Q2 | $400K | Sell |
6,342
-15
| -0.2% | -$946 | 0.12% | 83 |
|
|
2018
Q1 | $399K | Hold |
6,357
| – | – | 0.13% | 86 |
|
|
2017
Q4 | $405K | Buy |
6,357
+610
| +11% | +$38.9K | 0.13% | 78 |
|
|
2017
Q3 | $372K | Buy |
5,747
+1,678
| +41% | +$109K | 0.13% | 77 |
|
|
2017
Q2 | $254K | Buy |
+4,069
| New | +$254K | 0.1% | 87 |
|
|
2015
Q2 | – | Sell |
-90,565
| Closed | -$5.99M | – | 73 |
|
|
2015
Q1 | $5.99M | Sell |
90,565
-125
| -0.1% | -$8.27K | 3.09% | 7 |
|
|
2014
Q4 | $5.04M | Buy |
+90,690
| New | +$5.04M | 3.02% | 7 |
|