Creative Planning’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 | $1.03M | Sell |
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|
2025
Q2 | $931K | Sell |
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|
2025
Q1 | $984K | Buy |
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|
2024
Q4 | $956K | Buy |
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|
2024
Q3 | $899K | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $641K | Buy |
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|
2023
Q3 | $561K | Buy |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $580K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $222K | Sell |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $203K | Sell |
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|
2021
Q2 | $221K | Sell |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $220K | Sell |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $366K | Buy |
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|
2019
Q2 | $346K | Buy |
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|
2019
Q1 | $359K | Sell |
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|
2018
Q4 | $422K | Buy |
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|
2018
Q3 | $451K | Sell |
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|
2018
Q2 | $426K | Buy |
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|
2018
Q1 | $426K | Sell |
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|
2017
Q4 | $565K | Sell |
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|
2017
Q3 | $2.13M | Buy |
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|
2017
Q2 | $329K | Sell |
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|
2017
Q1 | $610K | Sell |
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|
2016
Q4 | $959K | Buy |
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|
2016
Q3 | $372K | Buy |
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|
2016
Q2 | $152K | Sell |
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|
2016
Q1 | $253K | Sell |
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|
2015
Q4 | $296K | Sell |
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|
2015
Q3 | $323K | Sell |
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|
2015
Q2 | $634K | Buy |
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|
2015
Q1 | $422K | Sell |
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|
2014
Q4 | $5.46M | Buy |
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|
2014
Q3 | $3.39M | Buy |
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|
2014
Q2 | $536K | Sell |
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|
2014
Q1 | $1.06M | Buy |
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|
2013
Q4 | $741K | Buy |
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|
2013
Q3 | $649K | Buy |
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|
2013
Q2 | $60K | Buy |
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