Joel Isaacson & Co’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 |
-1,897
| Closed | -$81K | – | 656 |
|
|
2016
Q3 | $81K | Hold |
1,897
| – | – | 0.02% | 259 |
|
|
2016
Q2 | $74K | Buy |
1,897
+29
| +2% | +$1.13K | 0.02% | 269 |
|
|
2016
Q1 | $82K | Hold |
1,868
| – | – | 0.02% | 267 |
|
|
2015
Q4 | $94K | Sell |
1,868
-27
| -1% | -$1.36K | 0.02% | 242 |
|
|
2015
Q3 | $92K | Hold |
1,895
| – | – | 0.02% | 240 |
|
|
2015
Q2 | $108K | Hold |
1,895
| – | – | 0.03% | 243 |
|
|
2015
Q1 | $104K | Buy |
+1,895
| New | +$104K | 0.03% | 252 |
|