Wunderlich Capital Managemnt’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,426
| Closed | -$293K | – | 77 |
|
|
2020
Q1 | $293K | Buy |
11,426
+232
| +2% | +$5.95K | 0.24% | 69 |
|
|
2019
Q4 | $395K | Hold |
11,194
| – | – | 0.25% | 76 |
|
|
2019
Q3 | $377K | Buy |
11,194
+40
| +0.4% | +$1.35K | 0.26% | 71 |
|
|
2019
Q2 | $369K | Sell |
11,154
-486
| -4% | -$16.1K | 0.24% | 80 |
|
|
2019
Q1 | $371K | Sell |
11,640
-420
| -3% | -$13.4K | 0.26% | 79 |
|
|
2018
Q4 | $340K | Sell |
12,060
-334
| -3% | -$9.42K | 0.26% | 81 |
|
|
2018
Q3 | $392K | Buy |
12,394
+120
| +1% | +$3.8K | 0.28% | 78 |
|
|
2018
Q2 | $387K | Hold |
12,274
| – | – | 0.27% | 82 |
|
|
2018
Q1 | $385K | Buy |
12,274
+60
| +0.5% | +$1.88K | 0.26% | 85 |
|
|
2017
Q4 | $389K | Hold |
12,214
| – | – | 0.27% | 83 |
|
|
2017
Q3 | $395K | Sell |
12,214
-1,304
| -10% | -$42.2K | 0.29% | 80 |
|
|
2017
Q2 | $421K | Buy |
13,518
+1,332
| +11% | +$41.5K | 0.31% | 82 |
|
|
2017
Q1 | $383K | Sell |
12,186
-9,484
| -44% | -$298K | 0.3% | 79 |
|
|
2016
Q4 | $622K | Hold |
21,670
| – | – | 0.51% | 72 |
|
|
2016
Q3 | $582K | Hold |
21,670
| – | – | 0.46% | 74 |
|
|
2016
Q2 | $547K | Buy |
21,670
+8,870
| +69% | +$224K | 0.46% | 72 |
|
|
2016
Q1 | $332K | Buy |
+12,800
| New | +$332K | 0.28% | 79 |
|
|
2015
Q1 | – | Sell |
-15,132
| Closed | -$420K | – | 75 |
|
|
2014
Q4 | $420K | Buy |
+15,132
| New | +$420K | 0.36% | 86 |
|