Jones Financial Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
15,989
+4,116
| +35% | +$476K | ﹤0.01% | 780 |
|
|
2025
Q1 | $1.32M | Buy |
11,873
+2,677
| +29% | +$297K | ﹤0.01% | 766 |
|
|
2024
Q4 | $1.01M | Buy |
9,196
+2,007
| +28% | +$221K | ﹤0.01% | 740 |
|
|
2024
Q3 | $747K | Buy |
7,189
+4,477
| +165% | +$465K | ﹤0.01% | 690 |
|
|
2024
Q2 | $306K | Buy |
2,712
+2,404
| +781% | +$271K | ﹤0.01% | 687 |
|
|
2024
Q1 | $33.5K | Buy |
+308
| New | +$33.5K | ﹤0.01% | 802 |
|
|
2013
Q4 | – | Sell |
-219
| Closed | -$10K | – | 317 |
|
|
2013
Q3 | $10K | Buy |
+219
| New | +$10K | ﹤0.01% | 515 |
|