IIA
IPG Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,700
| Closed | -$373K | – | 187 |
|
|
2023
Q4 | $373K | Hold |
8,700
| – | – | 0.07% | 127 |
|
|
2023
Q3 | $344K | Buy |
+8,700
| New | +$344K | 0.08% | 122 |
|
|
2019
Q1 | – | Sell |
-5,690
| Closed | -$321K | – | 162 |
|
|
2018
Q4 | $321K | Sell |
5,690
-6,117
| -52% | -$345K | 0.12% | 98 |
|
|
2018
Q3 | $746K | Sell |
11,807
-518
| -4% | -$32.7K | 0.24% | 58 |
|
|
2018
Q2 | $778K | Buy |
12,325
+895
| +8% | +$56.5K | 0.27% | 57 |
|
|
2018
Q1 | $717K | Buy |
11,430
+2,840
| +33% | +$178K | 0.23% | 62 |
|
|
2017
Q4 | $547K | Sell |
8,590
-1,290
| -13% | -$82.2K | 0.23% | 63 |
|
|
2017
Q3 | $639K | Buy |
9,880
+1,065
| +12% | +$68.9K | 0.22% | 61 |
|
|
2017
Q2 | $549K | Sell |
8,815
-1,623
| -16% | -$101K | 0.22% | 62 |
|
|
2017
Q1 | $656K | Sell |
10,438
-22,110
| -68% | -$1.39M | 0.3% | 51 |
|
|
2016
Q4 | $1.87M | Sell |
32,548
-207
| -0.6% | -$11.9K | 0.76% | 30 |
|
|
2016
Q3 | $1.76M | Sell |
32,755
-9,415
| -22% | -$506K | 0.74% | 29 |
|
|
2016
Q2 | $2.13M | Sell |
42,170
-453
| -1% | -$22.9K | 0.88% | 28 |
|
|
2016
Q1 | $2.21M | Buy |
42,623
+2,720
| +7% | +$141K | 1% | 26 |
|
|
2015
Q4 | $2.15M | Sell |
39,903
-6,650
| -14% | -$358K | 0.99% | 28 |
|
|
2015
Q3 | $2.54M | Buy |
46,553
+15,965
| +52% | +$872K | 1.19% | 20 |
|
|
2015
Q2 | $1.88M | Sell |
30,588
-22,530
| -42% | -$1.39M | 0.68% | 33 |
|
|
2015
Q1 | $3.51M | Buy |
53,118
+32,818
| +162% | +$2.17M | 1.33% | 18 |
|
|
2014
Q4 | $1.13M | Buy |
+20,300
| New | +$1.13M | 0.44% | 41 |
|