AE 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 | $117K | Buy |
1,027
+183
| +22% | +$20.9K | ﹤0.01% | 1441 |
|
|
2025
Q1 | $92.9K | Sell |
844
-87
| -9% | -$9.58K | ﹤0.01% | 1458 |
|
|
2024
Q4 | $103K | Buy |
+931
| New | +$103K | ﹤0.01% | 1418 |
|
|
2023
Q4 | – | Sell |
-12,404
| Closed | -$1.09M | – | 2078 |
|
|
2023
Q3 | $1.09M | Buy |
12,404
+133
| +1% | +$11.7K | 0.01% | 1055 |
|
|
2023
Q2 | $1.02M | Buy |
12,271
+2,289
| +23% | +$191K | 0.01% | 1085 |
|
|
2023
Q1 | $706K | Buy |
9,982
+289
| +3% | +$20.4K | ﹤0.01% | 1191 |
|
|
2022
Q4 | $623K | Buy |
9,693
+2,114
| +28% | +$136K | ﹤0.01% | 1185 |
|
|
2022
Q3 | $467K | Buy |
+7,579
| New | +$467K | ﹤0.01% | 1293 |
|
|
2020
Q1 | – | Sell |
-16,870
| Closed | -$907K | – | 1136 |
|
|
2019
Q4 | $907K | Buy |
+16,870
| New | +$907K | 0.02% | 550 |
|