Welch & Forbes’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
Q1 | – | Sell |
-148,760
| Closed | -$4.74M | – | 361 |
|
|
2017
Q4 | $4.74M | Sell |
148,760
-5,060
| -3% | -$161K | 0.13% | 125 |
|
|
2017
Q3 | $4.98M | Sell |
153,820
-6,600
| -4% | -$214K | 0.13% | 132 |
|
|
2017
Q2 | $5M | Buy |
160,420
+9,030
| +6% | +$281K | 0.14% | 126 |
|
|
2017
Q1 | $4.75M | Buy |
151,390
+13,850
| +10% | +$435K | 0.14% | 127 |
|
|
2016
Q4 | $3.95M | Buy |
137,540
+13,940
| +11% | +$400K | 0.12% | 135 |
|
|
2016
Q3 | $3.32M | Sell |
123,600
-1,600
| -1% | -$43K | 0.11% | 121 |
|
|
2016
Q2 | $3.16M | Buy |
125,200
+14,454
| +13% | +$365K | 0.1% | 134 |
|
|
2016
Q1 | $2.88M | Buy |
110,746
+6,730
| +6% | +$175K | 0.09% | 136 |
|
|
2015
Q4 | $2.8M | Sell |
104,016
-1,734
| -2% | -$46.7K | 0.09% | 136 |
|
|
2015
Q3 | $2.89M | Buy |
105,750
+10,386
| +11% | +$284K | 0.1% | 144 |
|
|
2015
Q2 | $2.94M | Buy |
95,364
+4,210
| +5% | +$130K | 0.09% | 148 |
|
|
2015
Q1 | $3.01M | Buy |
+91,154
| New | +$3.01M | 0.09% | 148 |
|