Carson Wealth (CWM LLC)’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 | $101K | Buy |
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|
2025
Q2 | $82K | Sell |
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|
2025
Q1 | $98K | Sell |
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|
2024
Q4 | $12M | Buy |
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|
2024
Q3 | $8.06M | Buy |
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|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $8K | Hold |
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|
2023
Q1 | $7K | Sell |
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|
2022
Q4 | $7K | Buy |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $8K | Sell |
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|
2021
Q4 | $8K | Buy |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Sell |
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|
2018
Q4 | $61K | Hold |
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|
2018
Q3 | $76K | Buy |
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|
2018
Q2 | $13K | Sell |
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|
2018
Q1 | $17K | Buy |
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|
2017
Q4 | $13K | Sell |
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|
2017
Q3 | $21K | Buy |
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|
2017
Q2 | $8K | Sell |
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|
2017
Q1 | $15K | Buy |
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|
2016
Q4 | $8K | Buy |
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|
2016
Q3 | $3K | Buy |
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|
2016
Q2 | $3K | Sell |
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|
2016
Q1 | $5K | Sell |
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|
2015
Q4 | $40K | Sell |
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|
2015
Q3 | $475K | Buy |
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