Strategic Investment 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-32,662
| Closed | -$837K | – | 173 |
|
2020
Q1 | $837K | Buy |
32,662
+1,484
| +5% | +$38K | 0.38% | 58 |
|
2019
Q4 | $1.1M | Buy |
31,178
+2,100
| +7% | +$74.1K | 0.45% | 53 |
|
2019
Q3 | $981K | Buy |
29,078
+2,594
| +10% | +$87.5K | 0.47% | 47 |
|
2019
Q2 | $876K | Buy |
26,484
+4,464
| +20% | +$148K | 0.48% | 48 |
|
2019
Q1 | $704K | Buy |
22,020
+1,464
| +7% | +$46.8K | 0.48% | 48 |
|
2018
Q4 | $580K | Buy |
+20,556
| New | +$580K | 0.52% | 48 |
|