Richard C. Young & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-84,620
| Closed | -$2.74M | – | 66 |
|
|
2017
Q3 | $2.74M | Sell |
84,620
-8,070
| -9% | -$261K | 0.52% | 46 |
|
|
2017
Q2 | $2.89M | Sell |
92,690
-1,632
| -2% | -$50.9K | 0.57% | 47 |
|
|
2017
Q1 | $2.96M | Sell |
94,322
-6,796
| -7% | -$213K | 0.59% | 48 |
|
|
2016
Q4 | $2.9M | Sell |
101,118
-10,636
| -10% | -$305K | 0.61% | 45 |
|
|
2016
Q3 | $3M | Sell |
111,754
-5,986
| -5% | -$161K | 0.65% | 44 |
|
|
2016
Q2 | $2.98M | Sell |
117,740
-3,534
| -3% | -$89.3K | 0.66% | 43 |
|
|
2016
Q1 | $3.15M | Sell |
121,274
-930
| -0.8% | -$24.1K | 0.71% | 46 |
|
|
2015
Q4 | $3.29M | Sell |
122,204
-136,618
| -53% | -$3.68M | 0.75% | 46 |
|
|
2015
Q3 | $7.07M | Buy |
258,822
+87,072
| +51% | +$2.38M | 1.75% | 24 |
|
|
2015
Q2 | $5.29M | Buy |
171,750
+18,518
| +12% | +$570K | 1.19% | 38 |
|
|
2015
Q1 | $5.07M | Buy |
+153,232
| New | +$5.07M | 1.11% | 40 |
|