Frisch Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,796
| Closed | -$288K | – | 124 |
|
|
2022
Q2 | $288K | Buy |
8,796
+16
| +0.2% | +$524 | 0.11% | 94 |
|
|
2022
Q1 | $323K | Sell |
8,780
-1,530
| -15% | -$56.3K | 0.1% | 106 |
|
|
2021
Q4 | $393K | Buy |
10,310
+4
| +0% | +$152 | 0.12% | 97 |
|
|
2021
Q3 | $392K | Hold |
10,306
| – | – | 0.13% | 90 |
|
|
2021
Q2 | $392K | Buy |
10,306
+10
| +0.1% | +$380 | 0.12% | 90 |
|
|
2021
Q1 | $375K | Hold |
10,296
| – | – | 0.13% | 92 |
|
|
2020
Q4 | $341K | Buy |
10,296
+4
| +0% | +$132 | 0.12% | 84 |
|
|
2020
Q3 | $318K | Buy |
10,292
+6
| +0.1% | +$185 | 0.14% | 74 |
|
|
2020
Q2 | $313K | Sell |
10,286
-122
| -1% | -$3.71K | 0.15% | 65 |
|
|
2020
Q1 | $267K | Hold |
10,408
| – | – | 0.16% | 77 |
|
|
2019
Q4 | $367K | Sell |
10,408
-334
| -3% | -$11.8K | 0.17% | 68 |
|
|
2019
Q3 | $361K | Sell |
10,742
-4,780
| -31% | -$161K | 0.22% | 62 |
|
|
2019
Q2 | $514K | Sell |
15,522
-31,166
| -67% | -$1.03M | 0.34% | 47 |
|
|
2019
Q1 | $1.49M | Sell |
46,688
-20,732
| -31% | -$663K | 0.91% | 23 |
|
|
2018
Q4 | $1.9M | Buy |
+67,420
| New | +$1.9M | 1.33% | 18 |
|