Ethos Financial Group’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
2026 Q1	$657K	Sell	4,146 -644	-13%	-$102K	0.05%	270
2025 Q4	$691K	Buy	4,790 +2,110	+79%	+$289K	0.05%	250
2025 Q3	$343K	Sell	2,680 -128	-5%	-$15.7K	0.03%	339
2025 Q2	$321K	Sell	2,808 -465	-14%	-$50.8K	0.03%	328
2025 Q1	$361K	Hold	3,273	–	–	0.03%	291
2024 Q4	$361K	Buy	+3,273	New	+$358K	0.05%	198
2024 Q2	–	Sell	-2,778	Closed	-$301K	–	298
2024 Q1	$301K	Sell	2,778 -4,245	-60%	-$423K	0.06%	203
2023 Q4	$618K	Sell	7,023 -3,904	-36%	-$345K	0.13%	116
2023 Q3	$1.02M	Buy	+10,927	New	+$932K	0.26%	56
2023 Q1	–	Sell	-98,847	Closed	-$6.35M	–	195
2022 Q4	$6.35M	Buy	+98,847	New	+$6.51M	2.15%	20