IFP Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.9K | Sell |
201
-36
| -15% | -$5.68K | ﹤0.01% | 2512 |
|
|
2025
Q4 | $34.2K | Sell |
237
-316
| -57% | -$43.3K | ﹤0.01% | 2410 |
|
|
2025
Q3 | $70.8K | Hold |
553
| – | – | ﹤0.01% | 1893 |
|
|
2025
Q2 | $63.2K | Buy |
553
+352
| +175% | +$38.5K | ﹤0.01% | 1920 |
|
|
2025
Q1 | $22.1K | Sell |
201
-91
| -31% | -$10K | ﹤0.01% | 2253 |
|
|
2024
Q4 | $32.2K | Sell |
292
-195
| -40% | -$21.4K | ﹤0.01% | 2043 |
|
|
2024
Q3 | $51.6K | Sell |
487
-7,359
| -94% | -$782K | ﹤0.01% | 1718 |
|
|
2024
Q2 | $885K | Buy |
7,846
+4,045
| +106% | +$439K | 0.04% | 477 |
|
|
2024
Q1 | $413K | Buy |
3,801
+3,606
| +1,849% | +$360K | 0.02% | 677 |
|
|
2023
Q4 | $17.2K | Buy |
195
+11
| +6% | +$972 | ﹤0.01% | 1976 |
|
|
2023
Q3 | $16.2K | Buy |
184
+66
| +56% | +$5.63K | ﹤0.01% | 2043 |
|
|
2023
Q2 | $9.85K | Sell |
118
-27
| -19% | -$2.05K | ﹤0.01% | 2310 |
|
|
2023
Q1 | $8.85K | Buy |
145
+42
| +41% | +$2.88K | ﹤0.01% | 2340 |
|
|
2022
Q4 | $6K | Sell |
103
-13
| -11% | -$857 | ﹤0.01% | 3679 |
|
|
2022
Q3 | $6K | Hold |
116
| – | – | ﹤0.01% | 3924 |
|
|
2022
Q2 | $6K | Hold |
116
| – | – | ﹤0.01% | 3675 |
|
|
2022
Q1 | $6K | Buy |
+116
| New | +$7.28K | ﹤0.01% | 3675 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3709 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3420 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3344 |
|
|
2020
Q4 | – | Sell |
-78
| Closed | -$4.03K | – | 3237 |
|
|
2020
Q3 | $4K | Sell |
78
-87
| -53% | -$4.17K | ﹤0.01% | 2258 |
|
|
2020
Q2 | $8K | Sell |
165
-148
| -47% | -$6.73K | ﹤0.01% | 1893 |
|
|
2020
Q1 | $14K | Sell |
313
-38
| -11% | -$1.87K | ﹤0.01% | 1632 |
|
|
2019
Q4 | $19K | Buy |
351
+296
| +538% | +$15.8K | ﹤0.01% | 1625 |
|
|
2019
Q3 | $3K | Buy |
+55
| New | +$2.66K | ﹤0.01% | 2524 |
|
|
2019
Q1 | $56K | Buy |
1,087
+306
| +39% | +$15.2K | 0.01% | 919 |
|
|
2018
Q4 | $37K | Buy |
781
+144
| +23% | +$7.51K | ﹤0.01% | 1780 |
|
|
2018
Q3 | $37K | Sell |
637
-1,394
| -69% | -$76.5K | ﹤0.01% | 2060 |
|
|
2018
Q2 | $110K | Sell |
2,031
-3,465
| -63% | -$196K | ﹤0.01% | 1422 |
|
|
2018
Q1 | $326K | Hold |
5,496
| – | – | 0.01% | 790 |
|
|
2017
Q4 | $326K | Buy |
5,496
+1,581
| +40% | +$91.2K | 0.01% | 790 |
|
|
2017
Q3 | $214K | Sell |
3,915
-1,429
| -27% | -$75K | 0.01% | 1100 |
|
|
2017
Q2 | $278K | Buy |
5,344
+127
| +2% | +$6.5K | 0.01% | 943 |
|
|
2017
Q1 | $264K | Sell |
5,217
-1,101
| -17% | -$56.1K | 0.01% | 970 |
|
|
2016
Q4 | $313K | Sell |
6,318
-2,086
| -25% | -$98K | 0.02% | 832 |
|
|
2016
Q3 | $361K | Buy |
8,404
+3,551
| +73% | +$148K | 0.02% | 716 |
|
|
2016
Q2 | $188K | Buy |
4,853
+3,766
| +346% | +$159K | 0.01% | 1000 |
|
|
2016
Q1 | $56K | Sell |
1,087
-11,935
| -92% | -$527K | 0.01% | 919 |
|
|
2015
Q4 | $652K | Buy |
+13,022
| New | +$693K | 0.04% | 419 |
|
Other funds holding DXJ
