San Francisco Sentry Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,160
| Closed | -$99K | – | 789 |
|
|
2018
Q1 | $99K | Sell |
3,160
-450
| -12% | -$14.1K | 0.03% | 370 |
|
|
2017
Q4 | $115K | Sell |
3,610
-800
| -18% | -$25.5K | 0.03% | 340 |
|
|
2017
Q3 | $143K | Sell |
4,410
-610
| -12% | -$19.8K | 0.05% | 288 |
|
|
2017
Q2 | $156K | Buy |
+5,020
| New | +$156K | 0.06% | 256 |
|
|
2016
Q1 | – | Sell |
-7,420
| Closed | -$200K | – | 163 |
|
|
2015
Q4 | $200K | Sell |
7,420
-6,410
| -46% | -$173K | 0.13% | 149 |
|
|
2015
Q3 | $378K | Hold |
13,830
| – | – | 0.27% | 101 |
|
|
2015
Q2 | $426K | Buy |
13,830
+3,640
| +36% | +$112K | 0.26% | 104 |
|
|
2015
Q1 | $337K | Buy |
+10,190
| New | +$337K | 0.2% | 117 |
|