Prio Wealth Limited Partnership’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,792
| Closed | -$280K | – | 266 |
|
|
2024
Q1 | $280K | Buy |
+5,792
| New | +$280K | 0.01% | 232 |
|
|
2020
Q1 | – | Sell |
-9,858
| Closed | -$348K | – | 239 |
|
|
2019
Q4 | $348K | Buy |
+9,858
| New | +$348K | 0.01% | 207 |
|
|
2016
Q2 | – | Sell |
-24,384
| Closed | -$633K | – | 239 |
|
|
2016
Q1 | $633K | Sell |
24,384
-4,000
| -14% | -$104K | 0.03% | 157 |
|
|
2015
Q4 | $763K | Sell |
28,384
-11,616
| -29% | -$312K | 0.04% | 150 |
|
|
2015
Q3 | $1.09M | Buy |
40,000
+1,100
| +3% | +$30.1K | 0.06% | 140 |
|
|
2015
Q2 | $1.2M | Hold |
38,900
| – | – | 0.06% | 136 |
|
|
2015
Q1 | $1.29M | Buy |
38,900
+29,900
| +332% | +$988K | 0.06% | 135 |
|
|
2014
Q4 | $250K | Buy |
+9,000
| New | +$250K | 0.01% | 229 |
|