DHK Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,606
| Closed | -$1.15M | – | 78 |
|
|
2024
Q1 | $1.15M | Buy |
10,606
+30
| +0.3% | +$3.26K | 0.81% | 36 |
|
|
2023
Q4 | $930K | Buy |
10,576
+189
| +2% | +$16.6K | 0.7% | 36 |
|
|
2023
Q3 | $917K | Buy |
10,387
+2
| +0% | +$176 | 0.82% | 31 |
|
|
2023
Q2 | $865K | Buy |
10,385
+96
| +0.9% | +$7.99K | 0.74% | 34 |
|
|
2023
Q1 | $728K | Buy |
10,289
+91
| +0.9% | +$6.44K | 0.9% | 26 |
|
|
2022
Q4 | $656K | Buy |
10,198
+164
| +2% | +$10.5K | 0.91% | 26 |
|
|
2022
Q3 | $619K | Buy |
10,034
+22
| +0.2% | +$1.36K | 1.02% | 25 |
|
|
2022
Q2 | $625K | Buy |
10,012
+120
| +1% | +$7.49K | 0.6% | 29 |
|
|
2022
Q1 | $633K | Hold |
9,892
| – | – | 0.53% | 29 |
|
|
2021
Q4 | $619K | Buy |
+9,892
| New | +$619K | 0.58% | 27 |
|