Winfield Associates’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-39,150
| Closed | -$1.02M | – | 737 |
|
2016
Q1 | $1.02M | Sell |
39,150
-20,720
| -35% | -$538K | 0.69% | 43 |
|
2015
Q4 | $1.61M | Sell |
59,870
-1,600
| -3% | -$43.1K | 1.08% | 29 |
|
2015
Q3 | $1.68M | Sell |
61,470
-8,850
| -13% | -$242K | 1.26% | 23 |
|
2015
Q2 | $2.17M | Buy |
70,320
+4,470
| +7% | +$138K | 1.48% | 16 |
|
2015
Q1 | $2.18M | Buy |
65,850
+51,850
| +370% | +$1.71M | 1.53% | 15 |
|
2014
Q4 | $389K | Sell |
14,000
-600
| -4% | -$16.7K | 0.29% | 85 |
|
2014
Q3 | $422K | Sell |
14,600
-1,600
| -10% | -$46.2K | 0.31% | 87 |
|
2014
Q2 | $473K | Sell |
16,200
-1,000
| -6% | -$29.2K | 0.34% | 84 |
|
2014
Q1 | $486K | Sell |
17,200
-22,970
| -57% | -$649K | 0.4% | 79 |
|
2013
Q4 | $1.13M | Buy |
+40,170
| New | +$1.13M | 0.93% | 30 |
|