Grove Bank & Trust’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
Q1 | – | Sell |
-4,568
| Closed | -$145K | – | 291 |
|
2017
Q4 | $145K | Hold |
4,568
| – | – | 0.06% | 192 |
|
2017
Q3 | $148K | Hold |
4,568
| – | – | 0.07% | 185 |
|
2017
Q2 | $142K | Sell |
4,568
-412
| -8% | -$12.8K | 0.09% | 163 |
|
2017
Q1 | $156K | Hold |
4,980
| – | – | 0.13% | 120 |
|
2016
Q4 | $143K | Sell |
4,980
-125,530
| -96% | -$3.6M | 0.11% | 128 |
|
2016
Q3 | $3.51M | Sell |
130,510
-6,548
| -5% | -$176K | 2.99% | 7 |
|
2016
Q2 | $3.46M | Sell |
137,058
-27,324
| -17% | -$690K | 3.1% | 8 |
|
2016
Q1 | $4.27M | Sell |
164,382
-1,374
| -0.8% | -$35.7K | 3.89% | 3 |
|
2015
Q4 | $4.46M | Buy |
+165,756
| New | +$4.46M | 4% | 3 |
|