FRG Family Wealth 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 | $318K | Hold |
2,780
| – | – | 0.06% | 130 |
|
|
2025
Q1 | $306K | Sell |
2,780
-225
| -7% | -$24.8K | 0.06% | 127 |
|
|
2024
Q4 | $331K | Buy |
3,005
+225
| +8% | +$24.8K | 0.06% | 120 |
|
|
2024
Q3 | $295K | Hold |
2,780
| – | – | 0.05% | 132 |
|
|
2024
Q2 | $256K | Hold |
2,780
| – | – | 0.05% | 130 |
|
|
2024
Q1 | $302K | Hold |
2,780
| – | – | 0.06% | 120 |
|
|
2023
Q4 | $245K | Buy |
+2,780
| New | +$245K | 0.05% | 132 |
|