IFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,935
| Closed | -$782K | – | 444 |
|
|
2024
Q2 | $782K | Buy |
+6,935
| New | +$782K | 0.05% | 326 |
|
|
2024
Q1 | – | Sell |
-38,002
| Closed | -$3.34M | – | 423 |
|
|
2023
Q4 | $3.34M | Buy |
38,002
+35,171
| +1,242% | +$3.09M | 0.24% | 117 |
|
|
2023
Q3 | $250K | Buy |
+2,831
| New | +$250K | 0.02% | 475 |
|