B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,823
| Closed | -$104K | – | 295 |
|
|
2015
Q2 | $104K | Buy |
1,823
+291
| +19% | +$16.6K | 0.08% | 269 |
|
|
2015
Q1 | $84K | Buy |
1,532
+337
| +28% | +$18.5K | 0.06% | 323 |
|
|
2014
Q4 | $58K | Hold |
1,195
| – | – | 0.05% | 367 |
|
|
2014
Q3 | $62K | Buy |
1,195
+500
| +72% | +$25.9K | 0.05% | 369 |
|
|
2014
Q2 | $34K | Buy |
695
+60
| +9% | +$2.94K | 0.02% | 541 |
|
|
2014
Q1 | $30K | Buy |
+635
| New | +$30K | 0.02% | 550 |
|