Frontier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,918
| Closed | -$244K | – | 309 |
|
|
2019
Q4 | $244K | Buy |
6,918
+294
| +4% | +$10.4K | 0.04% | 257 |
|
|
2019
Q3 | $223K | Hold |
6,624
| – | – | 0.03% | 273 |
|
|
2019
Q2 | $219K | Hold |
6,624
| – | – | 0.03% | 267 |
|
|
2019
Q1 | $212K | Buy |
+6,624
| New | +$212K | 0.03% | 328 |
|
|
2018
Q4 | – | Sell |
-6,624
| Closed | -$209K | – | 384 |
|
|
2018
Q3 | $209K | Buy |
+6,624
| New | +$209K | 0.02% | 355 |
|
|
2017
Q4 | – | Sell |
-8,618
| Closed | -$279K | – | 369 |
|
|
2017
Q3 | $279K | Hold |
8,618
| – | – | 0.04% | 303 |
|
|
2017
Q2 | $269K | Hold |
8,618
| – | – | 0.04% | 310 |
|
|
2017
Q1 | $271K | Hold |
8,618
| – | – | 0.04% | 313 |
|
|
2016
Q4 | $247K | Hold |
8,618
| – | – | 0.04% | 316 |
|
|
2016
Q3 | $232K | Buy |
+8,618
| New | +$232K | 0.04% | 319 |
|
|
2016
Q2 | – | Sell |
-9,278
| Closed | -$241K | – | 352 |
|
|
2016
Q1 | $241K | Buy |
9,278
+200
| +2% | +$5.2K | 0.02% | 291 |
|
|
2015
Q4 | $244K | Buy |
9,078
+622
| +7% | +$16.7K | 0.04% | 284 |
|
|
2015
Q3 | $231K | Buy |
+8,456
| New | +$231K | 0.04% | 286 |
|
|
2015
Q2 | – | Sell |
-6,144
| Closed | -$203K | – | 367 |
|
|
2015
Q1 | $203K | Buy |
+6,144
| New | +$203K | 0.03% | 283 |
|