Laurel Wealth Advisors (California)’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 |
-14,524
| Closed | -$513K | – | 384 |
|
|
2019
Q4 | $513K | Sell |
14,524
-490
| -3% | -$17.3K | 0.09% | 233 |
|
|
2019
Q3 | $505K | Sell |
15,014
-3,236
| -18% | -$109K | 0.09% | 247 |
|
|
2019
Q2 | $604K | Buy |
18,250
+1,958
| +12% | +$64.8K | 0.13% | 168 |
|
|
2019
Q1 | $521K | Sell |
16,292
-1,398
| -8% | -$44.7K | 0.13% | 184 |
|
|
2018
Q4 | $499K | Sell |
17,690
-4,978
| -22% | -$140K | 0.15% | 158 |
|
|
2018
Q3 | $716K | Sell |
22,668
-1,000
| -4% | -$31.6K | 0.18% | 130 |
|
|
2018
Q2 | $747K | Sell |
23,668
-4,444
| -16% | -$140K | 0.2% | 120 |
|
|
2018
Q1 | $881K | Sell |
28,112
-108,022
| -79% | -$3.39M | 0.27% | 96 |
|
|
2017
Q4 | $4.29M | Buy |
136,134
+68,522
| +101% | +$2.16M | 1.23% | 15 |
|
|
2017
Q3 | $2.19M | Sell |
67,612
-1,110
| -2% | -$35.9K | 0.73% | 28 |
|
|
2017
Q2 | $2.14M | Buy |
68,722
+20,134
| +41% | +$627K | 0.76% | 26 |
|
|
2017
Q1 | $1.53M | Buy |
48,588
+4,044
| +9% | +$127K | 0.59% | 44 |
|
|
2016
Q4 | $1.28M | Buy |
44,544
+16,960
| +61% | +$487K | 0.57% | 50 |
|
|
2016
Q3 | $741K | Buy |
27,584
+1,300
| +5% | +$34.9K | 0.35% | 78 |
|
|
2016
Q2 | $664K | Buy |
26,284
+50
| +0.2% | +$1.26K | 0.32% | 84 |
|
|
2016
Q1 | $681K | Buy |
26,234
+5,118
| +24% | +$133K | 0.34% | 80 |
|
|
2015
Q4 | $568K | Buy |
+21,116
| New | +$568K | 0.29% | 94 |
|