Omnia Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,000
| Closed | -$265K | – | 91 |
|
|
2019
Q2 | $265K | Hold |
8,000
| – | – | 0.13% | 78 |
|
|
2019
Q1 | $256K | Hold |
8,000
| – | – | 0.13% | 76 |
|
|
2018
Q4 | $226K | Hold |
8,000
| – | – | 0.12% | 79 |
|
|
2018
Q3 | $253K | Hold |
8,000
| – | – | 0.12% | 76 |
|
|
2018
Q2 | $253K | Hold |
8,000
| – | – | 0.12% | 76 |
|
|
2018
Q1 | $251K | Hold |
8,000
| – | – | 0.12% | 75 |
|
|
2017
Q4 | $255K | Hold |
8,000
| – | – | 0.12% | 75 |
|
|
2017
Q3 | $259K | Sell |
8,000
-2,000
| -20% | -$64.8K | 0.13% | 73 |
|
|
2017
Q2 | $312K | Hold |
10,000
| – | – | 0.15% | 57 |
|
|
2017
Q1 | $314K | Hold |
10,000
| – | – | 0.15% | 59 |
|
|
2016
Q4 | $287K | Buy |
+10,000
| New | +$287K | 0.14% | 70 |
|