AE Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$151K	Buy	949 +507	+115%	+$80K	﹤0.01%	1674
2025 Q4	$63.8K	Sell	442 -67	-13%	-$9.19K	﹤0.01%	1801
2025 Q3	$65.1K	Sell	509 -518	-50%	-$63.6K	﹤0.01%	1667
2025 Q2	$117K	Buy	1,027 +183	+22%	+$20K	﹤0.01%	1441
2025 Q1	$92.9K	Sell	844 -87	-9%	-$9.57K	﹤0.01%	1458
2024 Q4	$103K	Buy	+931	New	+$102K	﹤0.01%	1418
2023 Q4	–	Sell	-12,404	Closed	-$1.09M	–	2083
2023 Q3	$1.09M	Buy	12,404 +133	+1%	+$11.3K	0.01%	1056
2023 Q2	$1.02M	Buy	12,271 +2,289	+23%	+$174K	0.01%	1086
2023 Q1	$706K	Buy	9,982 +289	+3%	+$19.8K	﹤0.01%	1193
2022 Q4	$623K	Buy	9,693 +2,114	+28%	+$139K	﹤0.01%	1188
2022 Q3	$467K	Buy	+7,579	New	+$488K	﹤0.01%	1296
2020 Q1	–	Sell	-16,870	Closed	-$907K	–	1147
2019 Q4	$907K	Buy	+16,870	New	+$900K	0.02%	551