GWM
Greenwich Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
3,776
-2,636
| -41% | -$302K | 0.02% | 190 |
|
|
2025
Q1 | $706K | Buy |
6,412
+1,025
| +19% | +$113K | 0.05% | 142 |
|
|
2024
Q4 | $594K | Buy |
5,387
+96
| +2% | +$10.6K | 0.04% | 153 |
|
|
2024
Q3 | $561K | Sell |
5,291
-270
| -5% | -$28.6K | 0.04% | 161 |
|
|
2024
Q2 | $627K | Buy |
5,561
+508
| +10% | +$57.3K | 0.05% | 140 |
|
|
2024
Q1 | $548K | Sell |
5,053
-2,531
| -33% | -$274K | 0.04% | 155 |
|
|
2023
Q4 | $667K | Buy |
7,584
+2,531
| +50% | +$223K | 0.07% | 139 |
|
|
2023
Q3 | $446K | Sell |
5,053
-641
| -11% | -$56.6K | 0.05% | 153 |
|
|
2023
Q2 | $474K | Buy |
+5,694
| New | +$474K | 0.05% | 156 |
|
|
2019
Q3 | – | Sell |
-15,296
| Closed | -$745K | – | 188 |
|
|
2019
Q2 | $745K | Buy |
+15,296
| New | +$745K | 0.13% | 105 |
|
|
2015
Q4 | – | Sell |
-18,186
| Closed | -$885K | – | 163 |
|
|
2015
Q3 | $885K | Buy |
18,186
+8,051
| +79% | +$392K | 0.21% | 99 |
|
|
2015
Q2 | $580K | Buy |
+10,135
| New | +$580K | 0.07% | 123 |
|
|
2015
Q1 | – | Sell |
-14,618
| Closed | -$720K | – | 176 |
|
|
2014
Q4 | $720K | Buy |
+14,618
| New | +$720K | 0.05% | 119 |
|