Able Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,082
| Closed | -$450K | – | 110 |
|
|
2025
Q1 | $450K | Sell |
4,082
-1,599
| -28% | -$176K | 0.27% | 63 |
|
|
2024
Q4 | $627K | Sell |
5,681
-1,905
| -25% | -$210K | 0.41% | 54 |
|
|
2024
Q3 | $804K | Sell |
7,586
-2,512
| -25% | -$266K | 0.61% | 40 |
|
|
2024
Q2 | $1.14M | Buy |
10,098
+2,320
| +30% | +$262K | 0.94% | 26 |
|
|
2024
Q1 | $844K | Buy |
7,778
+2,460
| +46% | +$267K | 0.74% | 30 |
|
|
2023
Q4 | $468K | Buy |
+5,318
| New | +$468K | 0.42% | 43 |
|