EFG
Ethos Financial Group’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 | $321K | Sell |
2,808
-465
| -14% | -$53.1K | 0.03% | 328 |
|
|
2025
Q1 | $361K | Hold |
3,273
| – | – | 0.03% | 291 |
|
|
2024
Q4 | $361K | Buy |
+3,273
| New | +$361K | 0.05% | 198 |
|
|
2024
Q2 | – | Sell |
-2,778
| Closed | -$301K | – | 298 |
|
|
2024
Q1 | $301K | Sell |
2,778
-4,245
| -60% | -$460K | 0.06% | 203 |
|
|
2023
Q4 | $618K | Sell |
7,023
-3,904
| -36% | -$344K | 0.13% | 116 |
|
|
2023
Q3 | $1.02M | Buy |
+10,927
| New | +$1.02M | 0.26% | 56 |
|
|
2023
Q1 | – | Sell |
-98,847
| Closed | -$6.35M | – | 195 |
|
|
2022
Q4 | $6.35M | Buy |
+98,847
| New | +$6.35M | 2.15% | 20 |
|