GWM
GSB 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 | $4.03M | Buy |
35,239
+5,143
| +17% | +$588K | 0.99% | 30 |
|
2025
Q1 | $3.32M | Buy |
30,096
+17,761
| +144% | +$1.96M | 0.87% | 35 |
|
2024
Q4 | $1.36M | Buy |
12,335
+9,450
| +328% | +$1.04M | 0.35% | 89 |
|
2024
Q3 | $306K | Buy |
+2,885
| New | +$306K | 0.08% | 177 |
|