Global Retirement Partners’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 Q4	$37.5K	Buy	260 +28	+12%	+$3.84K	﹤0.01%	2521
2025 Q3	$29.7K	Hold	232	–	–	﹤0.01%	2194
2025 Q2	$26.5K	Buy	+232	New	+$25.4K	﹤0.01%	2135
2024 Q4	$25.5K	Buy	231 +76	+49%	+$8.32K	﹤0.01%	1959
2024 Q3	$16.5K	Sell	155 -522	-77%	-$55.4K	﹤0.01%	2085
2024 Q2	$76.4K	Sell	677 -285	-30%	-$31K	﹤0.01%	1325
2024 Q1	$104K	Sell	962 -181	-16%	-$18K	﹤0.01%	1063
2023 Q4	$108K	Buy	1,143 +332	+41%	+$29.3K	﹤0.01%	1003
2023 Q3	$68K	Buy	811 +51	+7%	+$4.35K	﹤0.01%	1115
2023 Q2	$63.3K	Buy	+760	New	+$57.8K	﹤0.01%	1158
2020 Q2	–	Sell	-225	Closed	-$9K	–	1633
2020 Q1	$9K	Buy	+225	New	+$11.1K	﹤0.01%	1052
2019 Q2	–	Sell	-1,112	Closed	-$56K	–	1616
2019 Q1	$56K	Hold	1,112	–	–	0.01%	521
2018 Q4	$52K	Hold	1,112	–	–	0.01%	504
2018 Q3	$64K	Hold	1,112	–	–	0.01%	505
2018 Q2	$60K	Hold	1,112	–	–	0.02%	500
2018 Q1	$62K	Hold	1,112	–	–	0.02%	474
2017 Q4	$66K	Sell	1,112 -400	-26%	-$23.1K	0.02%	440
2017 Q3	$83K	Buy	1,512 +400	+36%	+$21K	0.03%	343
2017 Q2	$58K	Buy	1,112 +18	+2%	+$921	0.03%	387
2017 Q1	$55K	Sell	1,094 -203	-16%	-$10.3K	0.03%	362
2016 Q4	$64K	Buy	+1,297	New	+$60.9K	0.04%	320