GeoWealth Management’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 | $687K | Buy |
6,015
+384
| +7% | +$43.9K | 0.03% | 334 |
|
|
2025
Q1 | $620K | Buy |
5,631
+5,554
| +7,213% | +$612K | 0.02% | 377 |
|
|
2024
Q4 | $8.49K | Buy |
+77
| New | +$8.49K | ﹤0.01% | 1504 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1686 |
|
|
2023
Q3 | – | Sell |
-3,877
| Closed | -$323K | – | 494 |
|
|
2023
Q2 | $323K | Buy |
+3,877
| New | +$323K | 0.03% | 208 |
|