MWAC
Mariner Wealth Advisors (Cincinnati)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,040
| Closed | -$217K | – | 245 |
|
|
2016
Q3 | $217K | Sell |
4,040
-890
| -18% | -$47.8K | 0.02% | 239 |
|
|
2016
Q2 | $249K | Sell |
4,930
-11,450
| -70% | -$578K | 0.02% | 226 |
|
|
2016
Q1 | $850K | Sell |
16,380
-736,409
| -98% | -$38.2M | 0.08% | 118 |
|
|
2015
Q4 | $40.5M | Buy |
+752,789
| New | +$40.5M | 3.96% | 1 |
|