Mather Group’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 |
-6,000
| Closed | -$212K | – | 157 |
|
|
2019
Q4 | $212K | Buy |
+6,000
| New | +$212K | 0.01% | 161 |
|
|
2016
Q2 | – | Sell |
-530,714
| Closed | -$13.8M | – | 30 |
|
|
2016
Q1 | $13.8M | Sell |
530,714
-419,892
| -44% | -$10.9M | 2.93% | 11 |
|
|
2015
Q4 | $25.6M | Sell |
950,606
-14,438
| -1% | -$388K | 5.93% | 6 |
|
|
2015
Q3 | $26.4M | Sell |
965,044
-123,422
| -11% | -$3.37M | 6.95% | 5 |
|
|
2015
Q2 | $36M | Hold |
1,088,466
| – | – | 9.48% | 4 |
|
|
2015
Q1 | $36M | Buy |
1,088,466
+691,736
| +174% | +$22.9M | 9.48% | 4 |
|
|
2014
Q4 | $11M | Buy |
396,730
+67,808
| +21% | +$1.89M | 3.18% | 15 |
|
|
2014
Q3 | $9.5M | Buy |
+328,922
| New | +$9.5M | 2.92% | 15 |
|