IHT Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,327
| Closed | -$263K | – | 1156 |
|
2024
Q2 | $263K | Sell |
2,327
-76
| -3% | -$8.58K | 0.01% | 844 |
|
2024
Q1 | $261K | Buy |
+2,403
| New | +$261K | 0.01% | 846 |
|
2018
Q4 | – | Sell |
-4,393
| Closed | -$255K | – | 485 |
|
2018
Q3 | $255K | Sell |
4,393
-84
| -2% | -$4.88K | 0.06% | 354 |
|
2018
Q2 | $242K | Buy |
4,477
+170
| +4% | +$9.19K | 0.06% | 345 |
|
2018
Q1 | $236K | Sell |
4,307
-85
| -2% | -$4.66K | 0.06% | 322 |
|
2017
Q4 | $272K | Sell |
4,392
-1,052
| -19% | -$65.2K | 0.07% | 302 |
|
2017
Q3 | $300K | Sell |
5,444
-537
| -9% | -$29.6K | 0.13% | 182 |
|
2017
Q2 | $10 | Buy |
5,981
+2,104
| +54% | +$4 | ﹤0.01% | 972 |
|
2017
Q1 | $193K | Buy |
3,877
+183
| +5% | +$9.11K | 0.13% | 183 |
|
2016
Q4 | $186K | Buy |
+3,694
| New | +$186K | 0.14% | 174 |
|