Institute for 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 |
-3,300
| Closed | -$116K | – | 491 |
|
|
2019
Q4 | $116K | Buy |
+3,300
| New | +$116K | 0.03% | 461 |
|
|
2015
Q4 | $2.44M | Sell |
90,836
-12,388
| -12% | -$333K | 3.65% | 7 |
|
|
2015
Q3 | $2.82M | Sell |
103,224
-7,852
| -7% | -$215K | 5.36% | 7 |
|
|
2015
Q2 | $3.42M | Buy |
111,076
+5,768
| +5% | +$178K | 4.42% | 6 |
|
|
2015
Q1 | $3.48M | Sell |
105,308
-11,884
| -10% | -$393K | 3.83% | 5 |
|
|
2014
Q4 | $3.26M | Buy |
+117,192
| New | +$3.26M | 3.43% | 8 |
|