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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.2K | Buy |
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|
2025
Q1 | $22.1K | Sell |
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|
2024
Q4 | $32.2K | Sell |
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|
2024
Q3 | $51.6K | Sell |
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|
2024
Q2 | $885K | Buy |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $17.2K | Buy |
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|
2023
Q3 | $16.2K | Buy |
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|
2023
Q2 | $9.85K | Sell |
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|
2023
Q1 | $8.85K | Buy |
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|
2022
Q4 | $6K | Sell |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4K | Sell |
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|
2020
Q2 | $8K | Sell |
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|
2020
Q1 | $14K | Sell |
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|
2019
Q4 | $19K | Buy |
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|
2019
Q3 | $3K | Buy |
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|
2019
Q1 | $56K | Buy |
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|
2018
Q4 | $37K | Buy |
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|
2018
Q3 | $37K | Sell |
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|
2018
Q2 | $110K | Sell |
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|
2018
Q1 | $326K | Hold |
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|
2017
Q4 | $326K | Buy |
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|
2017
Q3 | $214K | Sell |
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|
2017
Q2 | $278K | Buy |
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|
2017
Q1 | $264K | Sell |
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|
2016
Q4 | $313K | Sell |
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|
2016
Q3 | $361K | Buy |
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|
2016
Q2 | $188K | Buy |
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|
2016
Q1 | $56K | Sell |
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|
2015
Q4 | $652K | Buy |
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