HFS
DXJ icon

Heritage Financial Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Heritage Financial Services’s Portfolio DXJ Stock Details DXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$773K Sell
5,363
-173
-3% -$23.7K 0.06% 54
2025
Q3 		$709K Hold
5,536
– – 0.06% 58
2025
Q2 		$633K Hold
5,536
– – 0.06% 57
2025
Q1 		$610K Hold
5,536
– – 0.06% 57
2024
Q4 		$611K Hold
5,536
– – 0.08% 57
2024
Q3 		$587K Sell
5,536
-16
-0.3% -$1.7K 0.08% 56
2024
Q2 		$626K Buy
5,552
+16
+0.3% +$1.74K 0.09% 50
2024
Q1 		$601K Sell
5,536
-528
-9% -$52.6K 0.09% 52
2023
Q4 		$534K Buy
+6,064
New +$536K 0.09% 57

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