Creative Planning’s WisdomTree Japan Hedged Financials Fund DXJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-24,800
| Closed | -$644K | – | 2054 |
|
|
2017
Q4 | $644K | Buy |
24,800
+12,800
| +107% | +$332K | ﹤0.01% | 923 |
|
|
2017
Q3 | $291K | Buy |
+12,000
| New | +$291K | ﹤0.01% | 1333 |
|
|
2016
Q1 | – | Sell |
-223
| Closed | -$6K | – | 4665 |
|
|
2015
Q4 | $6K | Buy |
+223
| New | +$6K | ﹤0.01% | 3572 |
|
|
2015
Q3 | – | Sell |
-87,504
| Closed | -$2.6M | – | 4337 |
|
|
2015
Q2 | $2.6M | Buy |
+87,504
| New | +$2.6M | 0.02% | 245 |
|