SWA
SFMG Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-449,136
| Closed | -$28.4M | – | 149 |
|
|
2018
Q2 | $28.4M | Buy |
449,136
+10,715
| +2% | +$677K | 4.6% | 9 |
|
|
2018
Q1 | $27.5M | Buy |
438,421
+8,110
| +2% | +$509K | 4.66% | 9 |
|
|
2017
Q4 | $27.4M | Buy |
430,311
+33,260
| +8% | +$2.12M | 4.55% | 9 |
|
|
2017
Q3 | $25.7M | Buy |
+397,051
| New | +$25.7M | 5.02% | 9 |
|