Avid Wealth Partners’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 | $3.54M | Buy |
30,965
+2,785
| +10% | +$318K | 2.02% | 17 |
|
|
2025
Q1 | $3.1M | Buy |
28,180
+1,435
| +5% | +$158K | 2.11% | 14 |
|
|
2024
Q4 | $2.95M | Buy |
26,745
+1,856
| +7% | +$205K | 2.1% | 13 |
|
|
2024
Q3 | $2.64M | Sell |
24,889
-4,109
| -14% | -$436K | 1.87% | 16 |
|
|
2024
Q2 | $3.27M | Sell |
28,998
-3,221
| -10% | -$363K | 2.54% | 14 |
|
|
2024
Q1 | $3.5M | Buy |
32,219
+4,772
| +17% | +$518K | 2.81% | 15 |
|
|
2023
Q4 | $2.41M | Buy |
+27,447
| New | +$2.41M | 2.39% | 12 |
|