Train Babcock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $3.3M | Buy |
+103,596
| New | +$3.3M | 1.45% | 29 |
|
|
2017
Q3 | – | Sell |
-109,446
| Closed | -$3.41M | – | 93 |
|
|
2017
Q2 | $3.41M | Buy |
109,446
+8,024
| +8% | +$250K | 1.48% | 27 |
|
|
2017
Q1 | $3.19M | Sell |
101,422
-6,710
| -6% | -$211K | 1.43% | 27 |
|
|
2016
Q4 | $3.1M | Sell |
108,132
-25,860
| -19% | -$742K | 1.28% | 28 |
|
|
2016
Q3 | $3.6M | Sell |
133,992
-24,310
| -15% | -$653K | 1.44% | 24 |
|
|
2016
Q2 | $4M | Sell |
158,302
-1,710
| -1% | -$43.2K | 1.59% | 21 |
|
|
2016
Q1 | $4.15M | Sell |
160,012
-1,070
| -0.7% | -$27.8K | 1.66% | 22 |
|
|
2015
Q4 | $4.33M | Sell |
161,082
-84,220
| -34% | -$2.27M | 1.66% | 21 |
|
|
2015
Q3 | $6.7M | Buy |
245,302
+17,440
| +8% | +$477K | 2.38% | 6 |
|
|
2015
Q2 | $7.02M | Buy |
227,862
+61,054
| +37% | +$1.88M | 2.22% | 9 |
|
|
2015
Q1 | $5.52M | Buy |
166,808
+128,128
| +331% | +$4.24M | 1.73% | 18 |
|
|
2014
Q4 | $1.08M | Buy |
+38,680
| New | +$1.08M | 0.35% | 67 |
|