EWM
Evercore Wealth Management’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 | $34.2M | Buy |
298,913
+10,203
| +4% | +$1.17M | 0.53% | 43 |
|
|
2025
Q1 | $31.8M | Buy |
288,710
+16,737
| +6% | +$1.84M | 0.51% | 42 |
|
|
2024
Q4 | $30M | Buy |
271,973
+80,390
| +42% | +$8.87M | 0.45% | 44 |
|
|
2024
Q3 | $20.3M | Buy |
191,583
+173,093
| +936% | +$18.3M | 0.3% | 48 |
|
|
2024
Q2 | $2.09M | Buy |
+18,490
| New | +$2.09M | 0.03% | 157 |
|
|
2018
Q1 | – | Sell |
-1,641
| Closed | -$97K | – | 462 |
|
|
2017
Q4 | $97K | Hold |
1,641
| – | – | ﹤0.01% | 466 |
|
|
2017
Q3 | $90K | Hold |
1,641
| – | – | ﹤0.01% | 481 |
|
|
2017
Q2 | $85K | Sell |
1,641
-7,107
| -81% | -$368K | ﹤0.01% | 499 |
|
|
2017
Q1 | $443K | Buy |
8,748
+2,900
| +50% | +$147K | 0.02% | 274 |
|
|
2016
Q4 | $290K | Sell |
5,848
-490
| -8% | -$24.3K | 0.01% | 312 |
|
|
2016
Q3 | $272K | Sell |
6,338
-1,052
| -14% | -$45.1K | 0.01% | 321 |
|
|
2016
Q2 | $287K | Sell |
7,390
-5,298
| -42% | -$206K | 0.01% | 308 |
|
|
2016
Q1 | $555K | Sell |
12,688
-9,658
| -43% | -$422K | 0.02% | 224 |
|
|
2015
Q4 | $1.12M | Buy |
22,346
+12,886
| +136% | +$645K | 0.05% | 176 |
|
|
2015
Q3 | $459K | Sell |
9,460
-362
| -4% | -$17.6K | 0.02% | 265 |
|
|
2015
Q2 | $562K | Buy |
9,822
+4,432
| +82% | +$254K | 0.03% | 256 |
|
|
2015
Q1 | $297K | Buy |
+5,390
| New | +$297K | 0.01% | 354 |
|
|
2014
Q4 | – | Sell |
-23,653
| Closed | -$1.24M | – | 886 |
|
|
2014
Q3 | $1.24M | Buy |
23,653
+1,563
| +7% | +$82K | 0.06% | 171 |
|
|
2014
Q2 | $1.09M | Sell |
22,090
-11,032
| -33% | -$545K | 0.06% | 176 |
|
|
2014
Q1 | $1.57M | Buy |
33,122
+10,432
| +46% | +$494K | 0.09% | 149 |
|
|
2013
Q4 | $1.15M | Buy |
22,690
+3,359
| +17% | +$171K | 0.06% | 179 |
|
|
2013
Q3 | $930K | Sell |
19,331
-1,807
| -9% | -$86.9K | 0.05% | 217 |
|
|
2013
Q2 | $966K | Buy |
+21,138
| New | +$966K | 0.05% | 214 |
|