CAPTRUST Financial Advisors’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
Q2 | $424K | Buy |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $382K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $29K | Buy |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $25K | Sell |
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|
2020
Q4 | $24K | Sell |
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|
2020
Q3 | $28K | Sell |
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|
2020
Q2 | $27K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $16K | Buy |
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|
2019
Q1 | $15K | Hold |
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|
2018
Q4 | $14K | Hold |
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|
2018
Q3 | $17K | Sell |
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|
2018
Q2 | $17K | Buy |
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|
2018
Q1 | $16K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $17K | Buy |
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|
2017
Q2 | $1K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $26K | Hold |
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|
2015
Q4 | $30K | Sell |
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|
2015
Q3 | $278K | Sell |
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|
2015
Q2 | $332K | Buy |
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|
2015
Q1 | $253K | Sell |
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|
2014
Q4 | $251K | Sell |
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|
2014
Q3 | $282K | Hold |
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|
2014
Q2 | $266K | Sell |
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|
2014
Q1 | $866K | Sell |
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|
2013
Q4 | $977K | Sell |
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|
2013
Q3 | $7.4M | Buy |
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|
2013
Q2 | $6.65M | Buy |
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