PAS
Partnervest Advisory Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,471
| Closed | -$219K | – | 217 |
|
|
2018
Q3 | $219K | Buy |
+3,471
| New | +$219K | 0.09% | 192 |
|
|
2017
Q4 | – | Sell |
-12,504
| Closed | -$809K | – | 185 |
|
|
2017
Q3 | $809K | Sell |
12,504
-305
| -2% | -$19.7K | 0.39% | 50 |
|
|
2017
Q2 | $798K | Sell |
12,809
-5,520
| -30% | -$344K | 0.36% | 59 |
|
|
2017
Q1 | $1.15M | Sell |
18,329
-1,369
| -7% | -$86K | 0.52% | 39 |
|
|
2016
Q4 | $1.13M | Sell |
19,698
-784
| -4% | -$45K | 0.52% | 38 |
|
|
2016
Q3 | $1.1M | Buy |
20,482
+2,363
| +13% | +$127K | 0.52% | 36 |
|
|
2016
Q2 | $916K | Buy |
18,119
+250
| +1% | +$12.6K | 0.45% | 36 |
|
|
2016
Q1 | $928K | Sell |
17,869
-8,362
| -32% | -$434K | 0.49% | 32 |
|
|
2015
Q4 | $1.41M | Buy |
+26,231
| New | +$1.41M | 0.78% | 23 |
|
|
2014
Q3 | – | Sell |
-484
| Closed | -$28K | – | 420 |
|
|
2014
Q2 | $28K | Buy |
+484
| New | +$28K | 0.01% | 469 |
|