Venturi Wealth Management’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
Q3 | – | Sell |
-7,478
| Closed | -$233K | – | 187 |
|
|
2017
Q2 | $233K | Sell |
7,478
-57,908
| -89% | -$1.8M | 0.05% | 168 |
|
|
2017
Q1 | $2.02M | Buy |
65,386
+30,338
| +87% | +$938K | 0.47% | 70 |
|
|
2016
Q4 | $1.01M | Buy |
35,048
+25,238
| +257% | +$724K | 0.28% | 81 |
|
|
2016
Q3 | $264K | Sell |
9,810
-10,914
| -53% | -$294K | 0.09% | 125 |
|
|
2016
Q2 | $524K | Sell |
20,724
-17,266
| -45% | -$437K | 0.18% | 94 |
|
|
2016
Q1 | $986K | Sell |
37,990
-109,306
| -74% | -$2.84M | 0.37% | 70 |
|
|
2015
Q4 | $3.96M | Buy |
+147,296
| New | +$3.96M | 1.8% | 20 |
|