Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,700
| Closed | -$85K | – | 2491 |
|
|
2018
Q3 | $85K | Hold |
2,700
| – | – | 0.01% | 752 |
|
|
2018
Q2 | $85K | Hold |
2,700
| – | – | 0.01% | 769 |
|
|
2018
Q1 | $85K | Buy |
2,700
+800
| +42% | +$25.2K | 0.01% | 770 |
|
|
2017
Q4 | $61K | Hold |
1,900
| – | – | 0.01% | 923 |
|
|
2017
Q3 | $61K | Buy |
+1,900
| New | +$61K | 0.01% | 891 |
|
|
2016
Q1 | – | Sell |
-998
| Closed | -$27K | – | 1789 |
|
|
2015
Q4 | $27K | Buy |
+998
| New | +$27K | 0.01% | 881 |
|