Bridgewater Wealth & Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-13,129
| Closed | -$650K | – | 110 |
|
|
2016
Q4 | $650K | Sell |
13,129
-301,897
| -96% | -$14.9M | 0.25% | 53 |
|
|
2016
Q3 | $13.5M | Buy |
315,026
+4,304
| +1% | +$185K | 4.98% | 2 |
|
|
2016
Q2 | $12.1M | Buy |
310,722
+19,744
| +7% | +$766K | 4.35% | 2 |
|
|
2016
Q1 | $12.7M | Buy |
290,978
+6,525
| +2% | +$285K | 4.62% | 2 |
|
|
2015
Q4 | $14.2M | Buy |
284,453
+38,238
| +16% | +$1.91M | 5.52% | 2 |
|
|
2015
Q3 | $12M | Buy |
246,215
+35,297
| +17% | +$1.72M | 4.96% | 4 |
|
|
2015
Q2 | $12.1M | Buy |
210,918
+26,751
| +15% | +$1.53M | 5.12% | 2 |
|
|
2015
Q1 | $10.2M | Buy |
184,167
+16,893
| +10% | +$931K | 4.33% | 4 |
|
|
2014
Q4 | $8.24M | Buy |
+167,274
| New | +$8.24M | 3.35% | 7 |
|