HB Wealth Management’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 | $893K | Buy |
7,816
+74
| +1% | +$8.46K | 0.01% | 552 |
|
|
2025
Q1 | $853K | Buy |
7,742
+44
| +0.6% | +$4.85K | 0.01% | 575 |
|
|
2024
Q4 | $849K | Buy |
7,698
+160
| +2% | +$17.6K | 0.01% | 444 |
|
|
2024
Q3 | $799K | Buy |
7,538
+8
| +0.1% | +$848 | 0.01% | 440 |
|
|
2024
Q2 | $850K | Buy |
7,530
+1,400
| +23% | +$158K | 0.01% | 399 |
|
|
2024
Q1 | $665K | Buy |
6,130
+17
| +0.3% | +$1.85K | 0.01% | 422 |
|
|
2023
Q4 | $538K | Buy |
6,113
+166
| +3% | +$14.6K | 0.01% | 435 |
|
|
2023
Q3 | $525K | Buy |
5,947
+1
| +0% | +$88 | 0.01% | 417 |
|
|
2023
Q2 | $495K | Buy |
5,946
+56
| +1% | +$4.66K | 0.01% | 417 |
|
|
2023
Q1 | $417K | Buy |
5,890
+51
| +0.9% | +$3.61K | 0.01% | 456 |
|
|
2022
Q4 | $375K | Buy |
5,839
+95
| +2% | +$6.11K | 0.01% | 470 |
|
|
2022
Q3 | $354K | Sell |
5,744
-288
| -5% | -$17.7K | 0.01% | 405 |
|
|
2022
Q2 | $377K | Buy |
6,032
+68
| +1% | +$4.25K | 0.01% | 399 |
|
|
2022
Q1 | $382K | Hold |
5,964
| – | – | 0.01% | 395 |
|
|
2021
Q4 | $373K | Buy |
+5,964
| New | +$373K | 0.01% | 348 |
|