HWA
Heritage Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,930
| Closed | -$165K | – | 453 |
|
|
2018
Q4 | $165K | Sell |
2,930
-359,450
| -99% | -$20.2M | 0.03% | 130 |
|
|
2018
Q3 | $22.9M | Buy |
362,380
+21,097
| +6% | +$1.33M | 4.49% | 4 |
|
|
2018
Q2 | $21.5M | Buy |
341,283
+14,378
| +4% | +$908K | 8.06% | 2 |
|
|
2018
Q1 | $20.5M | Buy |
326,905
+17,688
| +6% | +$1.11M | 8.51% | 3 |
|
|
2017
Q4 | $19.7M | Buy |
309,217
+4,168
| +1% | +$266K | 8.43% | 3 |
|
|
2017
Q3 | $19.7M | Buy |
305,049
+10,047
| +3% | +$650K | 9.93% | 2 |
|
|
2017
Q2 | $18.4M | Buy |
295,002
+3,371
| +1% | +$210K | 9.52% | 2 |
|
|
2017
Q1 | $18.3M | Buy |
291,631
+25,276
| +9% | +$1.59M | 9.87% | 2 |
|
|
2016
Q4 | $15.3M | Buy |
266,355
+5,679
| +2% | +$326K | 9.99% | 2 |
|
|
2016
Q3 | $14M | Sell |
260,676
-6,881
| -3% | -$370K | 9.7% | 2 |
|
|
2016
Q2 | $13.5M | Buy |
267,557
+12,649
| +5% | +$639K | 9.13% | 2 |
|
|
2016
Q1 | $13.2M | Buy |
254,908
+5,262
| +2% | +$273K | 10.37% | 2 |
|
|
2015
Q4 | $13.4M | Buy |
249,646
+2,358
| +1% | +$127K | 11.32% | 2 |
|
|
2015
Q3 | $13.5M | Buy |
247,288
+5,082
| +2% | +$278K | 11.62% | 2 |
|
|
2015
Q2 | $14.9M | Buy |
242,206
+8,215
| +4% | +$506K | 12.38% | 2 |
|
|
2015
Q1 | $15.5M | Buy |
233,991
+21,309
| +10% | +$1.41M | 12.77% | 2 |
|
|
2014
Q4 | $11.8M | Buy |
+212,682
| New | +$11.8M | 10.56% | 2 |
|