B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,529
| Closed | -$223K | – | 1445 |
|
|
2024
Q1 | $223K | Buy |
2,529
+183
| +8% | +$16.1K | 0.01% | 1205 |
|
|
2023
Q4 | $206K | Sell |
2,346
-183
| -7% | -$16.1K | 0.01% | 1248 |
|
|
2023
Q3 | $223K | Buy |
+2,529
| New | +$223K | 0.01% | 1205 |
|
|
2018
Q4 | – | Sell |
-3,540
| Closed | -$206K | – | 680 |
|
|
2018
Q3 | $206K | Buy |
+3,540
| New | +$206K | 0.02% | 640 |
|
|
2018
Q1 | – | Sell |
-4,188
| Closed | -$249K | – | 684 |
|
|
2017
Q4 | $249K | Buy |
+4,188
| New | +$249K | 0.03% | 511 |
|
|
2015
Q1 | – | Sell |
-4,401
| Closed | -$217 | – | 932 |
|
|
2014
Q4 | $217 | Buy |
+4,401
| New | +$217 | ﹤0.01% | 1337 |
|
|
2014
Q3 | – | Sell |
-3,163
| Closed | -$156K | – | 961 |
|
|
2014
Q2 | $156K | Buy |
3,163
+242
| +8% | +$11.9K | 0.04% | 540 |
|
|
2014
Q1 | $138K | Sell |
2,921
-3,930
| -57% | -$186K | 0.04% | 519 |
|
|
2013
Q4 | $348K | Buy |
6,851
+270
| +4% | +$13.7K | 0.11% | 205 |
|
|
2013
Q3 | $315K | Buy |
6,581
+442
| +7% | +$21.2K | 0.11% | 212 |
|
|
2013
Q2 | $280K | Buy |
+6,139
| New | +$280K | 0.1% | 244 |
|