Evercore Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2M | Buy |
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|
2025
Q1 | $31.8M | Buy |
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|
2024
Q4 | $30M | Buy |
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|
2024
Q3 | $20.3M | Buy |
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|
2024
Q2 | $2.09M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $97K | Hold |
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|
2017
Q3 | $90K | Hold |
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|
2017
Q2 | $85K | Sell |
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|
2017
Q1 | $443K | Buy |
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|
2016
Q4 | $290K | Sell |
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|
2016
Q3 | $272K | Sell |
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|
2016
Q2 | $287K | Sell |
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|
2016
Q1 | $555K | Sell |
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|
2015
Q4 | $1.12M | Buy |
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|
2015
Q3 | $459K | Sell |
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|
2015
Q2 | $562K | Buy |
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|
2015
Q1 | $297K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.24M | Buy |
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|
2014
Q2 | $1.09M | Sell |
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|
2014
Q1 | $1.57M | Buy |
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|
2013
Q4 | $1.15M | Buy |
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|
2013
Q3 | $930K | Sell |
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|
2013
Q2 | $966K | Buy |
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