IFWM
Institute for Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Sell |
8,456
-81
| -0.9% | -$9.26K | 0.11% | 196 |
|
|
2025
Q1 | $941K | Sell |
8,537
-195
| -2% | -$21.5K | 0.12% | 190 |
|
|
2024
Q4 | $963K | Hold |
8,732
| – | – | 0.12% | 176 |
|
|
2024
Q3 | $926K | Sell |
8,732
-70
| -0.8% | -$7.42K | 0.12% | 189 |
|
|
2024
Q2 | $993K | Sell |
8,802
-20
| -0.2% | -$2.26K | 0.13% | 165 |
|
|
2024
Q1 | $957K | Sell |
8,822
-7
| -0.1% | -$760 | 0.12% | 173 |
|
|
2023
Q4 | $777K | Hold |
8,829
| – | – | 0.13% | 186 |
|
|
2023
Q3 | $779K | Sell |
8,829
-146
| -2% | -$12.9K | 0.14% | 176 |
|
|
2023
Q2 | $747K | Hold |
8,975
| – | – | 0.13% | 190 |
|
|
2023
Q1 | $635K | Sell |
8,975
-45
| -0.5% | -$3.18K | 0.12% | 210 |
|
|
2022
Q4 | $580K | Sell |
9,020
-74
| -0.8% | -$4.76K | 0.12% | 227 |
|
|
2022
Q3 | $561K | Hold |
9,094
| – | – | 0.13% | 214 |
|
|
2022
Q2 | $568K | Sell |
9,094
-166
| -2% | -$10.4K | 0.11% | 241 |
|
|
2022
Q1 | $593K | Sell |
9,260
-70
| -0.8% | -$4.48K | 0.1% | 257 |
|
|
2021
Q4 | $584K | Hold |
9,330
| – | – | 0.1% | 251 |
|
|
2021
Q3 | $589K | Hold |
9,330
| – | – | 0.1% | 237 |
|
|
2021
Q2 | $569K | Hold |
9,330
| – | – | 0.1% | 245 |
|
|
2021
Q1 | $572K | Buy |
9,330
+65
| +0.7% | +$3.99K | 0.11% | 237 |
|
|
2020
Q4 | $504K | Sell |
9,265
-174
| -2% | -$9.47K | 0.1% | 248 |
|
|
2020
Q3 | $463K | Hold |
9,439
| – | – | 0.11% | 238 |
|
|
2020
Q2 | $444K | Hold |
9,439
| – | – | 0.11% | 255 |
|
|
2020
Q1 | $398K | Sell |
9,439
-930
| -9% | -$39.2K | 0.12% | 225 |
|
|
2019
Q4 | $558K | Sell |
10,369
-134
| -1% | -$7.21K | 0.13% | 231 |
|
|
2019
Q3 | $530K | Buy |
10,503
+1
| +0% | +$50 | 0.13% | 223 |
|
|
2019
Q2 | $511K | Sell |
10,502
-453
| -4% | -$22K | 0.11% | 249 |
|
|
2019
Q1 | $554K | Hold |
10,955
| – | – | 0.12% | 222 |
|
|
2018
Q4 | $508K | Buy |
10,955
+228
| +2% | +$10.6K | 0.21% | 144 |
|
|
2018
Q3 | $617K | Sell |
10,727
-26
| -0.2% | -$1.5K | 0.21% | 143 |
|
|
2018
Q2 | $581K | Sell |
10,753
-120
| -1% | -$6.48K | 0.19% | 152 |
|
|
2018
Q1 | $617K | Buy |
10,873
+431
| +4% | +$24.5K | 0.18% | 172 |
|
|
2017
Q4 | $617K | Sell |
10,442
-173
| -2% | -$10.2K | 0.14% | 193 |
|
|
2017
Q3 | $578K | Sell |
10,615
-245
| -2% | -$13.3K | 0.19% | 170 |
|
|
2017
Q2 | $564K | Buy |
+10,860
| New | +$564K | 0.16% | 203 |
|
|
2014
Q4 | – | Sell |
-31
| Closed | -$2K | – | 29 |
|
|
2014
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 62 |
|
|
2014
Q2 | $2K | Sell |
31
-65
| -68% | -$4.19K | ﹤0.01% | 62 |
|
|
2014
Q1 | $5K | Sell |
96
-73,714
| -100% | -$3.84M | ﹤0.01% | 65 |
|
|
2013
Q4 | $3.75M | Sell |
73,810
-9,696
| -12% | -$493K | 2.7% | 12 |
|
|
2013
Q3 | $4M | Sell |
83,506
-11,017
| -12% | -$528K | 2.75% | 17 |
|
|
2013
Q2 | $4.31M | Buy |
+94,523
| New | +$4.31M | 3.46% | 9 |
|