IWP
Invenio Wealth Partners’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 | $3.85M | Sell |
33,672
-2,616
| -7% | -$299K | 1.53% | 19 |
|
|
2025
Q1 | $4M | Sell |
36,288
-319
| -0.9% | -$35.1K | 1.68% | 22 |
|
|
2024
Q4 | $4.04M | Sell |
36,607
-343
| -0.9% | -$37.8K | 1.69% | 20 |
|
|
2024
Q3 | $3.92M | Buy |
+36,950
| New | +$3.92M | 1.69% | 20 |
|