SFG
StrategIQ Financial Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,465
| Closed | -$221K | – | 192 |
|
|
2019
Q1 | $221K | Sell |
3,465
-46,303
| -93% | -$2.95M | 0.07% | 173 |
|
|
2018
Q4 | $2.81M | Sell |
49,768
-55,504
| -53% | -$3.13M | 0.96% | 27 |
|
|
2018
Q3 | $6.66M | Sell |
105,272
-17,603
| -14% | -$1.11M | 2.11% | 14 |
|
|
2018
Q2 | $7.76M | Buy |
122,875
+3,270
| +3% | +$206K | 2.68% | 6 |
|
|
2018
Q1 | $7.5M | Buy |
119,605
+17,399
| +17% | +$1.09M | 2.97% | 5 |
|
|
2017
Q4 | $6.51M | Buy |
102,206
+28,082
| +38% | +$1.79M | 2.53% | 6 |
|
|
2017
Q3 | $4.8M | Buy |
74,124
+8,964
| +14% | +$580K | 1.93% | 13 |
|
|
2017
Q2 | $4.06M | Sell |
65,160
-664
| -1% | -$41.4K | 1.72% | 14 |
|
|
2017
Q1 | $4.13M | Sell |
65,824
-1,896
| -3% | -$119K | 1.87% | 14 |
|
|
2016
Q4 | $3.89M | Sell |
67,720
-3,133
| -4% | -$180K | 1.94% | 13 |
|
|
2016
Q3 | $3.81M | Sell |
70,853
-3,482
| -5% | -$187K | 2.09% | 12 |
|
|
2016
Q2 | $3.76M | Sell |
74,335
-1,629
| -2% | -$82.3K | 2.2% | 12 |
|
|
2016
Q1 | $3.94M | Buy |
75,964
+43
| +0.1% | +$2.23K | 3.68% | 11 |
|
|
2015
Q4 | $4.09M | Buy |
+75,921
| New | +$4.09M | 4.18% | 10 |
|