Atria Investments’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 | $5.79M | Sell |
50,685
-5,107
| -9% | -$584K | 0.07% | 334 |
|
2025
Q1 | $6.15M | Buy |
55,792
+11,396
| +26% | +$1.26M | 0.08% | 307 |
|
2024
Q4 | $4.9M | Buy |
44,396
+4,073
| +10% | +$449K | 0.06% | 354 |
|
2024
Q3 | $4.27M | Buy |
40,323
+6,391
| +19% | +$677K | 0.05% | 405 |
|
2024
Q2 | $3.83M | Buy |
+33,932
| New | +$3.83M | 0.05% | 425 |
|
2018
Q1 | – | Sell |
-58,208
| Closed | -$3.45M | – | 879 |
|
2017
Q4 | $3.45M | Buy |
+58,208
| New | +$3.45M | 0.17% | 118 |
|
2016
Q1 | – | Sell |
-48,665
| Closed | -$2.24M | – | 446 |
|
2015
Q4 | $2.24M | Buy |
48,665
+3,960
| +9% | +$182K | 0.25% | 66 |
|
2015
Q3 | $2.18M | Buy |
44,705
+2,349
| +6% | +$114K | 0.3% | 55 |
|
2015
Q2 | $2.42M | Buy |
+42,356
| New | +$2.42M | 0.28% | 55 |
|
2015
Q1 | – | Sell |
-16,266
| Closed | -$801K | – | 410 |
|
2014
Q4 | $801K | Sell |
16,266
-661
| -4% | -$32.6K | 0.09% | 194 |
|
2014
Q3 | $886K | Sell |
16,927
-1,164
| -6% | -$60.9K | 0.09% | 192 |
|
2014
Q2 | $893K | Sell |
18,091
-2,709
| -13% | -$134K | 0.09% | 192 |
|
2014
Q1 | $985K | Sell |
20,800
-29
| -0.1% | -$1.37K | 0.1% | 168 |
|
2013
Q4 | $1.06M | Sell |
20,829
-17,172
| -45% | -$873K | 0.11% | 178 |
|
2013
Q3 | $1.82M | Buy |
38,001
+22,875
| +151% | +$1.1M | 0.19% | 79 |
|
2013
Q2 | $690K | Buy |
+15,126
| New | +$690K | 0.08% | 145 |
|