Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-750
| Closed | -$28K | – | 390 |
|
|
2021
Q3 | $28K | Hold |
750
| – | – | 0.01% | 294 |
|
|
2021
Q2 | $28K | Buy |
+750
| New | +$28K | 0.01% | 309 |
|
|
2019
Q4 | – | Sell |
-1,544
| Closed | -$52K | – | 664 |
|
|
2019
Q3 | $52K | Sell |
1,544
-306
| -17% | -$10.3K | 0.02% | 170 |
|
|
2019
Q2 | $61.2K | Buy |
1,850
+306
| +20% | +$10.1K | 0.03% | 114 |
|
|
2019
Q1 | $49K | Buy |
+1,544
| New | +$49K | 0.02% | 200 |
|
|
2018
Q1 | – | Sell |
-16
| Closed | -$1K | – | 359 |
|
|
2017
Q4 | $1K | Sell |
16
-1,528
| -99% | -$95.5K | ﹤0.01% | 428 |
|
|
2017
Q3 | $50K | Hold |
1,544
| – | – | 0.02% | 270 |
|
|
2017
Q2 | $48K | Sell |
1,544
-15,280
| -91% | -$475K | 0.03% | 125 |
|
|
2017
Q1 | $528K | Hold |
16,824
| – | – | 0.31% | 42 |
|
|
2016
Q4 | $483K | Buy |
+16,824
| New | +$483K | 0.36% | 57 |
|