JNBA Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,425,446
| Closed | -$61.2M | – | 716 |
|
|
2016
Q3 | $61.2M | Buy |
+1,425,446
| New | +$61.2M | 8.93% | 2 |
|
|
2016
Q2 | – | Sell |
-1,561
| Closed | -$68K | – | 519 |
|
|
2016
Q1 | $68K | Hold |
1,561
| – | – | 0.02% | 169 |
|
|
2015
Q4 | $78K | Hold |
1,561
| – | – | 0.03% | 160 |
|
|
2015
Q3 | $76K | Buy |
+1,561
| New | +$76K | 0.03% | 153 |
|