Gladstone Institutional Advisory’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 | $240K | Buy |
2,097
+2
| +0.1% | +$229 | 0.01% | 660 |
|
|
2025
Q1 | $231K | Sell |
2,095
-300
| -13% | -$33.1K | 0.01% | 650 |
|
|
2024
Q4 | $264K | Sell |
2,395
-44
| -2% | -$4.85K | 0.01% | 621 |
|
|
2024
Q3 | $259K | Sell |
2,439
-67,923
| -97% | -$7.2M | 0.01% | 595 |
|
|
2024
Q2 | $7.94M | Buy |
70,362
+65,282
| +1,285% | +$7.37M | 0.41% | 56 |
|
|
2024
Q1 | $551K | Buy |
5,080
+2,637
| +108% | +$286K | 0.03% | 390 |
|
|
2023
Q4 | $215K | Buy |
2,443
+4
| +0.2% | +$352 | 0.01% | 612 |
|
|
2023
Q3 | $215K | Buy |
+2,439
| New | +$215K | 0.01% | 564 |
|