Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2
| Closed | -$1K | – | 663 |
|
|
2022
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 499 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | -$1K | – | 305 |
|
|
2020
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 399 |
|
|
2019
Q3 | – | Sell |
-60
| Closed | -$2K | – | 268 |
|
|
2019
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 390 |
|
|
2019
Q1 | – | Sell |
-68
| Closed | -$2K | – | 238 |
|
|
2018
Q4 | $2K | Sell |
68
-12
| -15% | -$353 | ﹤0.01% | 364 |
|
|
2018
Q3 | $3K | Sell |
80
-6,816
| -99% | -$256K | ﹤0.01% | 351 |
|
|
2018
Q2 | $218K | Buy |
6,896
+6,806
| +7,562% | +$215K | 0.05% | 181 |
|
|
2018
Q1 | $3K | Sell |
90
-4
| -4% | -$133 | ﹤0.01% | 307 |
|
|
2017
Q4 | $3K | Sell |
94
-2
| -2% | -$64 | ﹤0.01% | 296 |
|
|
2017
Q3 | $4K | Sell |
96
-12,400
| -99% | -$517K | ﹤0.01% | 289 |
|
|
2017
Q2 | $390K | Buy |
12,496
+472
| +4% | +$14.7K | 0.05% | 193 |
|
|
2017
Q1 | $378K | Sell |
12,024
-184
| -2% | -$5.78K | 0.05% | 195 |
|
|
2016
Q4 | $351K | Sell |
12,208
-398
| -3% | -$11.4K | 0.04% | 194 |
|
|
2016
Q3 | $339K | Sell |
12,606
-420
| -3% | -$11.3K | 0.04% | 213 |
|
|
2016
Q2 | $330K | Sell |
13,026
-760
| -6% | -$19.3K | 0.03% | 208 |
|
|
2016
Q1 | $358K | Sell |
13,786
-608
| -4% | -$15.8K | 0.03% | 252 |
|
|
2015
Q4 | $388K | Sell |
14,394
-2,070
| -13% | -$55.8K | 0.03% | 262 |
|
|
2015
Q3 | $450K | Sell |
16,464
-246
| -1% | -$6.72K | 0.04% | 210 |
|
|
2015
Q2 | $515K | Sell |
16,710
-54,074
| -76% | -$1.67M | 0.04% | 219 |
|
|
2015
Q1 | $2.34M | Buy |
70,784
+70,692
| +76,839% | +$2.34M | 0.16% | 116 |
|
|
2014
Q4 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 587 |
|
|
2013
Q4 | – | Sell |
-12,802
| Closed | -$341K | – | 620 |
|
|
2013
Q3 | $341K | Buy |
12,802
+508
| +4% | +$13.5K | 0.04% | 177 |
|
|
2013
Q2 | $296K | Buy |
+12,294
| New | +$296K | 0.05% | 166 |
|