Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,710
| Closed | -$317K | – | 190 |
|
|
2021
Q1 | $317K | Sell |
8,710
-2,000
| -19% | -$72.8K | 0.03% | 308 |
|
|
2020
Q4 | $355K | Sell |
10,710
-5,372
| -33% | -$178K | 0.04% | 279 |
|
|
2020
Q3 | $497K | Sell |
16,082
-7,782
| -33% | -$240K | 0.06% | 223 |
|
|
2020
Q2 | $724K | Sell |
23,864
-13,298
| -36% | -$403K | 0.09% | 173 |
|
|
2020
Q1 | $952K | Sell |
37,162
-27,018
| -42% | -$692K | 0.14% | 131 |
|
|
2019
Q4 | $2.27M | Buy |
64,180
+200
| +0.3% | +$7.06K | 0.26% | 91 |
|
|
2019
Q3 | $2.19M | Sell |
63,980
-200
| -0.3% | -$6.84K | 0.28% | 84 |
|
|
2019
Q2 | $2.12M | Hold |
64,180
| – | – | 0.27% | 89 |
|
|
2019
Q1 | $2.05M | Sell |
64,180
-800
| -1% | -$25.6K | 0.27% | 90 |
|
|
2018
Q4 | $1.94M | Sell |
64,980
-18,300
| -22% | -$547K | 0.27% | 89 |
|
|
2018
Q3 | $2.63M | Sell |
83,280
-1,600
| -2% | -$50.6K | 0.32% | 73 |
|
|
2018
Q2 | $2.68M | Sell |
84,880
-1,900
| -2% | -$60K | 0.35% | 74 |
|
|
2018
Q1 | $2.72M | Buy |
86,780
+5,800
| +7% | +$182K | 0.34% | 73 |
|
|
2017
Q4 | $2.58M | Buy |
+80,980
| New | +$2.58M | 0.31% | 80 |
|