Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,314
| Closed | -$116K | – | 559 |
|
|
2016
Q3 | $116K | Sell |
4,314
-940
| -18% | -$25.3K | 0.04% | 298 |
|
|
2016
Q2 | $133K | Sell |
5,254
-730
| -12% | -$18.5K | 0.05% | 272 |
|
|
2016
Q1 | $155K | Sell |
5,984
-700
| -10% | -$18.1K | 0.07% | 227 |
|
|
2015
Q4 | $180K | Hold |
6,684
| – | – | 0.08% | 201 |
|
|
2015
Q3 | $183K | Hold |
6,684
| – | – | 0.08% | 195 |
|
|
2015
Q2 | $206K | Buy |
6,684
+1,744
| +35% | +$53.8K | 0.08% | 186 |
|
|
2015
Q1 | $163K | Buy |
+4,940
| New | +$163K | 0.07% | 217 |
|