Avantax Advisory Services’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 | $881K | Sell |
7,712
-973
| -11% | -$111K | ﹤0.01% | 1243 |
|
|
2025
Q1 | $957K | Buy |
8,685
+807
| +10% | +$88.9K | 0.01% | 1113 |
|
|
2024
Q4 | $869K | Sell |
7,878
-718
| -8% | -$79.2K | 0.01% | 1105 |
|
|
2024
Q3 | $911K | Sell |
8,596
-1,179
| -12% | -$125K | 0.01% | 1083 |
|
|
2024
Q2 | $1.1M | Sell |
9,775
-327
| -3% | -$36.9K | 0.01% | 926 |
|
|
2024
Q1 | $1.1M | Buy |
10,102
+111
| +1% | +$12K | 0.01% | 712 |
|
|
2023
Q4 | $879K | Sell |
9,991
-85
| -0.8% | -$7.48K | 0.01% | 758 |
|
|
2023
Q3 | $889K | Buy |
10,076
+10
| +0.1% | +$883 | 0.01% | 733 |
|
|
2023
Q2 | $838K | Buy |
+10,066
| New | +$838K | 0.01% | 745 |
|
|
2020
Q4 | – | Sell |
-38,331
| Closed | -$1.88M | – | 1038 |
|
|
2020
Q3 | $1.88M | Buy |
38,331
+33,178
| +644% | +$1.63M | 0.03% | 374 |
|
|
2020
Q2 | $243K | Buy |
5,153
+30
| +0.6% | +$1.42K | 0.01% | 715 |
|
|
2020
Q1 | $217K | Hold |
5,123
| – | – | 0.01% | 693 |
|
|
2019
Q4 | $275K | Buy |
5,123
+1,157
| +29% | +$62.1K | 0.01% | 655 |
|
|
2019
Q3 | $200K | Buy |
+3,966
| New | +$200K | 0.01% | 541 |
|