Great Valley Advisor Group’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 | $2.66M | Sell |
23,264
-351
| -1% | -$40.1K | 0.06% | 268 |
|
|
2025
Q1 | $2.6M | Sell |
23,615
-300
| -1% | -$33.1K | 0.06% | 265 |
|
|
2024
Q4 | $2.64M | Sell |
23,915
-338
| -1% | -$37.3K | 0.06% | 274 |
|
|
2024
Q3 | $2.57M | Sell |
24,253
-25,215
| -51% | -$2.67M | 0.06% | 275 |
|
|
2024
Q2 | $5.58M | Buy |
49,468
+16,452
| +50% | +$1.86M | 0.16% | 142 |
|
|
2024
Q1 | $3.58M | Buy |
33,016
+14,400
| +77% | +$1.56M | 0.11% | 197 |
|
|
2023
Q4 | $1.64M | Buy |
18,616
+1,673
| +10% | +$147K | 0.06% | 270 |
|
|
2023
Q3 | $1.5M | Buy |
16,943
+10,045
| +146% | +$886K | 0.06% | 258 |
|
|
2023
Q2 | $574K | Buy |
+6,898
| New | +$574K | 0.02% | 414 |
|