Heritage Financial Services’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 | $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% | +$1.81K | 0.09% | 50 |
|
|
2024
Q1 | $601K | Sell |
5,536
-528
| -9% | -$57.3K | 0.09% | 52 |
|
|
2023
Q4 | $534K | Buy |
+6,064
| New | +$534K | 0.09% | 57 |
|