Montecito Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,300
| Closed | -$201K | – | 186 |
|
|
2017
Q4 | $201K | Buy |
+6,300
| New | +$201K | 0.07% | 177 |
|
|
2017
Q3 | – | Sell |
-69,846
| Closed | -$2.18M | – | 173 |
|
|
2017
Q2 | $2.18M | Buy |
+69,846
| New | +$2.18M | 0.78% | 23 |
|
|
2017
Q1 | – | Sell |
-2,800
| Closed | -$80K | – | 270 |
|
|
2016
Q4 | $80K | Buy |
+2,800
| New | +$80K | 0.03% | 247 |
|
|
2016
Q2 | – | Sell |
-69,214
| Closed | -$1.8M | – | 180 |
|
|
2016
Q1 | $1.8M | Buy |
+69,214
| New | +$1.8M | 0.81% | 25 |
|