CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-259,507
| Closed | -$12.8M | – | 75 |
|
|
2014
Q2 | $12.8M | Sell |
259,507
-161,188
| -38% | -$7.96M | 2.52% | 12 |
|
|
2014
Q1 | $19.9M | Sell |
420,695
-183,661
| -30% | -$8.69M | 4.4% | 7 |
|
|
2013
Q4 | $30.7M | Sell |
604,356
-89,784
| -13% | -$4.56M | 7.7% | 4 |
|
|
2013
Q3 | $33.3M | Buy |
694,140
+573,218
| +474% | +$27.5M | 9.03% | 2 |
|
|
2013
Q2 | $5.52M | Buy |
+120,922
| New | +$5.52M | 15.09% | 1 |
|