Baldwin Wealth Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $445K | Sell |
|
|||||
|
2025
Q2 | $397K | Sell |
|
|||||
|
2025
Q1 | $450K | Sell |
|
|||||
|
2024
Q4 | $555K | Sell |
|
|||||
|
2024
Q3 | $1.51M | Buy |
|
|||||
|
2024
Q2 | $192K | Hold |
|
|||||
|
2024
Q1 | $185K | Hold |
|
|||||
|
2023
Q4 | $150K | Hold |
|
|||||
|
2023
Q3 | $150K | Hold |
|
|||||
|
2023
Q2 | $142K | Hold |
|
|||||
|
2023
Q1 | $120K | Hold |
|
|||||
|
2022
Q4 | $109K | Hold |
|
|||||
|
2022
Q3 | $105K | Sell |
|
|||||
|
2022
Q2 | $109K | Hold |
|
|||||
|
2022
Q1 | $111K | Buy |
|
|||||
|
2021
Q4 | $107K | Hold |
|
|||||
|
2021
Q3 | $108K | Hold |
|
|||||
|
2021
Q2 | $104K | Sell |
|
|||||
|
2021
Q1 | $209K | Hold |
|
|||||
|
2020
Q4 | $185K | Hold |
|
|||||
|
2020
Q3 | $167K | Hold |
|
|||||
|
2020
Q2 | $160K | Hold |
|
|||||
|
2020
Q1 | $144K | Hold |
|
|||||
|
2019
Q4 | $183K | Hold |
|
|||||
|
2019
Q3 | $172K | Sell |
|
|||||
|
2019
Q2 | $332K | Hold |
|
|||||
|
2019
Q1 | $345K | Hold |
|
|||||
|
2018
Q4 | $316K | Hold |
|
|||||
|
2018
Q3 | $395K | Hold |
|
|||||
|
2018
Q2 | $368K | Hold |
|
|||||
|
2018
Q1 | $381K | Buy |
|
|||||
|
2017
Q4 | $201K | Hold |
|
|||||
|
2017
Q3 | $185K | Sell |
|
|||||
|
2017
Q2 | $189K | Buy |
|
|||||
|
2017
Q1 | $15K | Buy |
|
|||||
|
2016
Q4 | $12K | Hold |
|
|||||
|
2016
Q3 | $10K | Hold |
|
|||||
|
2016
Q2 | $9K | Sell |
|
|||||
|
2016
Q1 | $336K | Sell |
|
|||||
|
2015
Q4 | $390K | Sell |
|
|||||
|
2015
Q3 | $593K | Hold |
|
|||||
|
2015
Q2 | $697K | Hold |
|
|||||
|
2015
Q1 | $671K | Hold |
|
|||||
|
2014
Q4 | $600K | Buy |
|
|||||
|
2014
Q3 | $538K | Hold |
|
|||||
|
2014
Q2 | $507K | Hold |
|
|||||
|
2014
Q1 | $487K | Sell |
|
|||||
|
2013
Q4 | $11.2M | Buy |
|
|||||
|
2013
Q3 | $10.5M | Sell |
|
|||||
|
2013
Q2 | $10.2M | Buy |
|