Geneos 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
Q3 | $5.9M | Sell |
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|
2025
Q2 | $5.31M | Sell |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $5.51M | Buy |
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|
2024
Q3 | $5.26M | Buy |
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|
2024
Q2 | $5.53M | Sell |
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|
2024
Q1 | $5.34M | Buy |
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|
2023
Q4 | $19.3K | Hold |
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|
2023
Q3 | $19.3K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Buy |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $1K | Sell |
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|
2018
Q4 | $1.28M | Sell |
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|
2018
Q3 | $4.11M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $90K | Sell |
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|
2017
Q3 | $87K | Sell |
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|
2017
Q2 | $97K | Hold |
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|
2017
Q1 | $94K | Buy |
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|
2016
Q4 | $69K | Buy |
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