KWB Wealth’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
2024 Q4	–	Sell	-4,098	Closed	-$462K	–	146
2024 Q3	$462K	Buy	4,098 +164	+4%	+$18.5K	0.06%	81
2024 Q2	$427K	Hold	3,934	–	–	0.06%	83
2024 Q1	$427K	Buy	3,934 +196	+5%	+$21.3K	0.06%	84
2023 Q4	$329K	Buy	+3,738	New	+$329K	0.05%	103