Ropes Wealth Advisors’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
Q2 | – | Sell |
-14,578
| Closed | -$458K | – | 543 |
|
|
2017
Q1 | $458K | Hold |
14,578
| – | – | 0.13% | 141 |
|
|
2016
Q4 | $418K | Hold |
14,578
| – | – | 0.13% | 136 |
|
|
2016
Q3 | $392K | Hold |
14,578
| – | – | 0.13% | 138 |
|
|
2016
Q2 | $368K | Buy |
14,578
+8,286
| +132% | +$209K | 0.13% | 133 |
|
|
2016
Q1 | $163K | Hold |
6,292
| – | – | 0.07% | 161 |
|
|
2015
Q4 | $169K | Hold |
6,292
| – | – | 0.07% | 162 |
|
|
2015
Q3 | $172K | Hold |
6,292
| – | – | 0.09% | 142 |
|
|
2015
Q2 | $194K | Buy |
+6,292
| New | +$194K | 0.11% | 121 |
|