IFP Advisors’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 | $63.2K | Buy |
553
+352
| +175% | +$40.2K | ﹤0.01% | 1920 |
|
|
2025
Q1 | $22.1K | Sell |
201
-91
| -31% | -$10K | ﹤0.01% | 2253 |
|
|
2024
Q4 | $32.2K | Sell |
292
-195
| -40% | -$21.5K | ﹤0.01% | 2043 |
|
|
2024
Q3 | $51.6K | Sell |
487
-7,359
| -94% | -$780K | ﹤0.01% | 1718 |
|
|
2024
Q2 | $885K | Buy |
7,846
+4,045
| +106% | +$457K | 0.04% | 477 |
|
|
2024
Q1 | $413K | Buy |
3,801
+3,606
| +1,849% | +$392K | 0.02% | 677 |
|
|
2023
Q4 | $17.2K | Buy |
195
+11
| +6% | +$968 | ﹤0.01% | 1976 |
|
|
2023
Q3 | $16.2K | Buy |
184
+66
| +56% | +$5.82K | ﹤0.01% | 2043 |
|
|
2023
Q2 | $9.85K | Sell |
118
-27
| -19% | -$2.25K | ﹤0.01% | 2310 |
|
|
2023
Q1 | $8.85K | Buy |
145
+42
| +41% | +$2.57K | ﹤0.01% | 2340 |
|
|
2022
Q4 | $6K | Sell |
103
-13
| -11% | -$757 | ﹤0.01% | 3679 |
|
|
2022
Q3 | $6K | Hold |
116
| – | – | ﹤0.01% | 3925 |
|
|
2022
Q2 | $6K | Hold |
116
| – | – | ﹤0.01% | 3676 |
|
|
2022
Q1 | $6K | Buy |
+116
| New | +$6K | ﹤0.01% | 3676 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3641 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3375 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3289 |
|
|
2020
Q4 | – | Sell |
-78
| Closed | -$4K | – | 3197 |
|
|
2020
Q3 | $4K | Sell |
78
-87
| -53% | -$4.46K | ﹤0.01% | 2243 |
|
|
2020
Q2 | $8K | Sell |
165
-148
| -47% | -$7.18K | ﹤0.01% | 1882 |
|
|
2020
Q1 | $14K | Sell |
313
-38
| -11% | -$1.7K | ﹤0.01% | 1623 |
|
|
2019
Q4 | $19K | Buy |
351
+296
| +538% | +$16K | ﹤0.01% | 1625 |
|
|
2019
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 2515 |
|
|
2019
Q1 | $56K | Buy |
1,087
+306
| +39% | +$15.8K | 0.01% | 919 |
|
|
2018
Q4 | $37K | Buy |
781
+144
| +23% | +$6.82K | ﹤0.01% | 1768 |
|
|
2018
Q3 | $37K | Sell |
637
-1,394
| -69% | -$81K | ﹤0.01% | 2043 |
|
|
2018
Q2 | $110K | Sell |
2,031
-3,465
| -63% | -$188K | ﹤0.01% | 1411 |
|
|
2018
Q1 | $326K | Hold |
5,496
| – | – | 0.01% | 790 |
|
|
2017
Q4 | $326K | Buy |
5,496
+1,581
| +40% | +$93.8K | 0.01% | 787 |
|
|
2017
Q3 | $214K | Sell |
3,915
-1,429
| -27% | -$78.1K | 0.01% | 1097 |
|
|
2017
Q2 | $278K | Buy |
5,344
+127
| +2% | +$6.61K | 0.01% | 941 |
|
|
2017
Q1 | $264K | Sell |
5,217
-1,101
| -17% | -$55.7K | 0.01% | 968 |
|
|
2016
Q4 | $313K | Sell |
6,318
-2,086
| -25% | -$103K | 0.02% | 831 |
|
|
2016
Q3 | $361K | Buy |
8,404
+3,551
| +73% | +$153K | 0.02% | 714 |
|
|
2016
Q2 | $188K | Buy |
4,853
+3,766
| +346% | +$146K | 0.01% | 998 |
|
|
2016
Q1 | $56K | Sell |
1,087
-11,935
| -92% | -$615K | 0.01% | 919 |
|
|
2015
Q4 | $652K | Buy |
+13,022
| New | +$652K | 0.04% | 418 |
|