Circle Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $758K | Buy |
|
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|
2020
Q2 | – | Sell |
|
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|
2020
Q1 | $1.13M | Buy |
|
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Sell |
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|
2018
Q2 | $348K | Buy |
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|
2018
Q1 | $357K | Buy |
|
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|
2017
Q4 | $212K | Sell |
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|
2017
Q3 | $222K | Buy |
|