Orgel Wealth Management’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
2016
Q4
Sell
-12,288
Closed -$330K 22
2016
Q3
$330K Sell
12,288
-979,732
-99% -$26.3M 0.23% 9
2016
Q2
$25.1M Buy
992,020
+7,018
+0.7% +$177K 10.87% 5
2016
Q1
$25.6M Buy
985,002
+86
+0% +$2.23K 16.06% 4
2015
Q4
$26.5M Buy
+984,916
New +$26.5M 22.64% 3