HB Wealth Management’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
2026 Q1	$1.24M	Buy	7,839 +14	+0.2%	+$2.21K	0.01%	586
2025 Q4	$1.13M	Buy	7,825 +17	+0.2%	+$2.33K	0.01%	586
2025 Q3	$1,000K	Sell	7,808 -8	-0.1%	-$982	0.01%	605
2025 Q2	$893K	Buy	7,816 +74	+1%	+$8.09K	0.01%	566
2025 Q1	$853K	Buy	7,742 +44	+0.6%	+$4.84K	0.01%	587
2024 Q4	$849K	Buy	7,698 +160	+2%	+$17.5K	0.01%	449
2024 Q3	$799K	Buy	7,538 +8	+0.1%	+$850	0.01%	444
2024 Q2	$850K	Buy	7,530 +1,400	+23%	+$152K	0.01%	403
2024 Q1	$665K	Buy	6,130 +17	+0.3%	+$1.7K	0.01%	424
2023 Q4	$538K	Buy	6,113 +166	+3%	+$14.7K	0.01%	436
2023 Q3	$525K	Buy	5,947 +1	+0%	+$85	0.01%	418
2023 Q2	$495K	Buy	5,946 +56	+1%	+$4.26K	0.01%	418
2023 Q1	$417K	Buy	5,890 +51	+0.9%	+$3.5K	0.01%	456
2022 Q4	$375K	Buy	5,839 +95	+2%	+$6.26K	0.01%	470
2022 Q3	$354K	Sell	5,744 -288	-5%	-$18.5K	0.01%	405
2022 Q2	$377K	Buy	6,032 +68	+1%	+$4.33K	0.01%	399
2022 Q1	$382K	Hold	5,964	–	–	0.01%	395
2021 Q4	$373K	Buy	+5,964	New	+$375K	0.01%	349