Atria Wealth Solutions’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 | $545K | Sell |
4,737
-12,868
| -73% | -$1.48M | 0.01% | 877 |
|
|
2025
Q1 | $1.94M | Sell |
17,605
-1,836
| -9% | -$202K | 0.02% | 640 |
|
|
2024
Q4 | $2.14M | Sell |
19,441
-6,035
| -24% | -$666K | 0.02% | 614 |
|
|
2024
Q3 | $2.7M | Sell |
25,476
-1,206
| -5% | -$128K | 0.03% | 524 |
|
|
2024
Q2 | $3.01M | Buy |
26,682
+3,355
| +14% | +$379K | 0.03% | 486 |
|
|
2024
Q1 | $2.53M | Buy |
23,327
+20,983
| +895% | +$2.28M | 0.03% | 562 |
|
|
2023
Q4 | $206K | Sell |
2,344
-8,067
| -77% | -$710K | ﹤0.01% | 1746 |
|
|
2023
Q3 | $919K | Buy |
+10,411
| New | +$919K | 0.01% | 853 |
|