Accordant Advisory Group’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 | $26.4K | Buy |
231
+31
| +16% | +$3.54K | 0.02% | 108 |
|
|
2025
Q1 | $22K | Hold |
200
| – | – | 0.02% | 93 |
|
|
2024
Q4 | $22.1K | Buy |
+200
| New | +$22.1K | 0.02% | 98 |
|
|
2024
Q3 | – | Sell |
-2,581
| Closed | -$291K | – | 149 |
|
|
2024
Q2 | $291K | Sell |
2,581
-410
| -14% | -$46.3K | 0.28% | 46 |
|
|
2024
Q1 | $325K | Buy |
+2,991
| New | +$325K | 0.24% | 68 |
|