Evernest Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99M | Sell |
61,139
-31,664
| -34% | -$3.62M | 2.26% | 11 |
|
|
2025
Q1 | $10.2M | Sell |
92,803
-606
| -0.6% | -$66.8K | 3.67% | 5 |
|
|
2024
Q4 | $10.3M | Buy |
93,409
+834
| +0.9% | +$92K | 2.67% | 11 |
|
|
2024
Q3 | $9.81M | Sell |
92,575
-699
| -0.7% | -$74.1K | 2.65% | 12 |
|
|
2024
Q2 | $10.5M | Buy |
93,274
+4,931
| +6% | +$556K | 4.72% | 6 |
|
|
2024
Q1 | $9.31M | Buy |
88,343
+2,200
| +3% | +$232K | 4.41% | 7 |
|
|
2023
Q4 | $7.58M | Buy |
+86,143
| New | +$7.58M | 3.84% | 6 |
|
|
2021
Q4 | $8.57M | Buy |
+87,208
| New | +$8.57M | 4.44% | 7 |
|