Private Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,614
| Closed | -$339K | – | 61 |
|
|
2019
Q4 | $339K | Sell |
9,614
-9,766
| -50% | -$344K | 0.2% | 63 |
|
|
2019
Q3 | $652K | Sell |
19,380
-2,064
| -10% | -$69.4K | 0.42% | 39 |
|
|
2019
Q2 | $685K | Hold |
21,444
| – | – | 0.47% | 36 |
|
|
2019
Q1 | $685K | Sell |
21,444
-450
| -2% | -$14.4K | 0.47% | 36 |
|
|
2018
Q4 | $618K | Buy |
+21,894
| New | +$618K | 0.5% | 35 |
|