Dynamic Advisor Solutions’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $349K | Buy |
3,050
+97
| +3% | +$11.1K | 0.01% | 696 |
|
2025
Q1 | $325K | Buy |
+2,953
| New | +$325K | 0.01% | 683 |
|
2024
Q4 | – | Sell |
-2,593
| Closed | -$275K | – | 693 |
|
2024
Q3 | $275K | Buy |
2,593
+770
| +42% | +$81.6K | 0.01% | 783 |
|
2024
Q2 | $206K | Buy |
+1,823
| New | +$206K | 0.01% | 873 |
|
2014
Q3 | – | Sell |
-16,306
| Closed | -$805K | – | 201 |
|
2014
Q2 | $805K | Buy |
+16,306
| New | +$805K | 0.48% | 61 |
|