EverSource Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-49
| Closed | -$5.35K | – | 4068 |
|
2024
Q4 | $5.35K | Buy |
49
+2
| +4% | +$218 | ﹤0.01% | 2313 |
|
2024
Q3 | $5.01K | Sell |
47
-91
| -66% | -$9.7K | ﹤0.01% | 2220 |
|
2024
Q2 | $15.2K | Buy |
138
+91
| +194% | +$9.99K | ﹤0.01% | 1642 |
|
2024
Q1 | $5.1K | Hold |
47
| – | – | ﹤0.01% | 2045 |
|
2023
Q4 | $4.14K | Hold |
47
| – | – | ﹤0.01% | 1932 |
|
2023
Q3 | $4.15K | Hold |
47
| – | – | ﹤0.01% | 1774 |
|
2023
Q2 | $3.91K | Hold |
47
| – | – | ﹤0.01% | 1826 |
|
2023
Q1 | $3.32K | Buy |
+47
| New | +$3.32K | ﹤0.01% | 1775 |
|