OIA
Optimum Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-150
| Closed | -$11K | – | 867 |
|
|
2021
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 739 |
|
|
2021
Q1 | $11K | Hold |
150
| – | – | ﹤0.01% | 753 |
|
|
2020
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 726 |
|
|
2020
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 705 |
|
|
2020
Q2 | $9K | Sell |
150
-1,015
| -87% | -$60.9K | ﹤0.01% | 706 |
|
|
2020
Q1 | $60K | Hold |
1,165
| – | – | 0.02% | 391 |
|
|
2019
Q4 | $82K | Hold |
1,165
| – | – | 0.02% | 425 |
|
|
2019
Q3 | $78K | Sell |
1,165
-751
| -39% | -$50.3K | 0.02% | 414 |
|
|
2019
Q2 | $127K | Hold |
1,916
| – | – | 0.04% | 331 |
|
|
2019
Q1 | $122K | Sell |
1,916
-1,155
| -38% | -$73.5K | 0.04% | 345 |
|
|
2018
Q4 | $173K | Sell |
3,071
-1,815
| -37% | -$102K | 0.06% | 280 |
|
|
2018
Q3 | $309K | Sell |
4,886
-1,788
| -27% | -$113K | 0.09% | 226 |
|
|
2018
Q2 | $421K | Sell |
6,674
-1,514
| -18% | -$95.5K | 0.12% | 177 |
|
|
2018
Q1 | $514K | Sell |
8,188
-698
| -8% | -$43.8K | 0.15% | 161 |
|
|
2017
Q4 | $566K | Buy |
8,886
+651
| +8% | +$41.5K | 0.18% | 149 |
|
|
2017
Q3 | $533K | Sell |
8,235
-3,892
| -32% | -$252K | 0.18% | 154 |
|
|
2017
Q2 | $756K | Buy |
12,127
+6,304
| +108% | +$393K | 0.26% | 111 |
|
|
2017
Q1 | $366K | Buy |
5,823
+622
| +12% | +$39.1K | 0.13% | 199 |
|
|
2016
Q4 | $299K | Sell |
5,201
-827
| -14% | -$47.5K | 0.11% | 216 |
|
|
2016
Q3 | $324K | Sell |
6,028
-199
| -3% | -$10.7K | 0.12% | 206 |
|
|
2016
Q2 | $315K | Sell |
6,227
-26,641
| -81% | -$1.35M | 0.12% | 203 |
|
|
2016
Q1 | $1.71M | Sell |
32,868
-1,814
| -5% | -$94.2K | 0.67% | 36 |
|
|
2015
Q4 | $1.87M | Buy |
34,682
+878
| +3% | +$47.2K | 0.72% | 30 |
|
|
2015
Q3 | $1.85M | Buy |
+33,804
| New | +$1.85M | 0.75% | 29 |
|
|
2015
Q1 | $2.33M | Buy |
+35,245
| New | +$2.33M | 0.74% | 26 |
|