United Asset Strategies’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
Q1 | – | Sell |
-163,764
| Closed | -$5.78M | – | 191 |
|
2019
Q4 | $5.78M | Buy |
163,764
+1,538
| +0.9% | +$54.3K | 1.12% | 32 |
|
2019
Q3 | $5.46M | Buy |
+162,226
| New | +$5.46M | 1.19% | 29 |
|
2016
Q2 | – | Sell |
-25,748
| Closed | -$668K | – | 142 |
|
2016
Q1 | $668K | Sell |
25,748
-214
| -0.8% | -$5.55K | 0.3% | 71 |
|
2015
Q4 | $698K | Sell |
25,962
-9,072
| -26% | -$244K | 0.3% | 76 |
|
2015
Q3 | $957K | Sell |
35,034
-2,738
| -7% | -$74.8K | 0.44% | 57 |
|
2015
Q2 | $1.16M | Buy |
37,772
+2,602
| +7% | +$80.1K | 0.52% | 57 |
|
2015
Q1 | $1.13M | Buy |
+35,170
| New | +$1.13M | 0.52% | 57 |
|