Rothschild Capital Partners’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
Q4 | – | Sell |
-250,632
| Closed | -$7.74M | – | 39 |
|
|
2020
Q3 | $7.74M | Sell |
250,632
-63,268
| -20% | -$1.95M | 3.06% | 11 |
|
|
2020
Q2 | $9.53M | Buy |
+313,900
| New | +$9.53M | 3.98% | 10 |
|
|
2017
Q3 | – | Sell |
-146,920
| Closed | -$4.58M | – | 51 |
|
|
2017
Q2 | $4.58M | Hold |
146,920
| – | – | 1.74% | 20 |
|
|
2017
Q1 | $4.61M | Sell |
146,920
-145,430
| -50% | -$4.57M | 1.8% | 21 |
|
|
2016
Q4 | $8.39M | Buy |
+292,350
| New | +$8.39M | 3.57% | 5 |
|
|
2015
Q3 | – | Sell |
-344,370
| Closed | -$10.6M | – | 42 |
|
|
2015
Q2 | $10.6M | Buy |
344,370
+121,570
| +55% | +$3.74M | 4.57% | 6 |
|
|
2015
Q1 | $7.37M | Buy |
+222,800
| New | +$7.37M | 3.29% | 12 |
|