Concurrent Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
22,253
+9,751
| +78% | +$1.11M | 0.05% | 368 |
|
|
2025
Q1 | $1.38M | Buy |
12,502
+10,628
| +567% | +$1.17M | 0.03% | 453 |
|
|
2024
Q4 | $207K | Sell |
1,874
-9,362
| -83% | -$1.03M | 0.01% | 966 |
|
|
2024
Q3 | $1.19M | Buy |
11,236
+481
| +4% | +$51K | 0.04% | 422 |
|
|
2024
Q2 | $1.21M | Sell |
10,755
-4,676
| -30% | -$528K | 0.04% | 384 |
|
|
2024
Q1 | $1.67M | Buy |
15,431
+7,279
| +89% | +$790K | 0.07% | 273 |
|
|
2023
Q4 | $717K | Buy |
+8,152
| New | +$717K | 0.03% | 401 |
|