LFASL
Lugano Financial Advisors SA (LFA)’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 | $36.6K | Hold |
320
| – | – | 0.02% | 151 |
|
|
2025
Q1 | $35.3K | Hold |
320
| – | – | 0.02% | 141 |
|
|
2024
Q4 | $35.3K | Sell |
320
-60
| -16% | -$6.62K | 0.02% | 154 |
|
|
2024
Q3 | $40.3K | Hold |
380
| – | – | 0.03% | 151 |
|
|
2024
Q2 | $42.9K | Hold |
380
| – | – | 0.03% | 140 |
|
|
2024
Q1 | $41.2K | Hold |
380
| – | – | 0.03% | 135 |
|
|
2023
Q4 | $33.4K | Hold |
380
| – | – | 0.03% | 120 |
|
|
2023
Q3 | $33.5K | Hold |
380
| – | – | 0.03% | 125 |
|
|
2023
Q2 | $31.6K | Hold |
380
| – | – | 0.02% | 143 |
|
|
2023
Q1 | $26.9K | Hold |
380
| – | – | 0.02% | 98 |
|
|
2022
Q4 | $24.4K | Hold |
380
| – | – | 0.02% | 104 |
|
|
2022
Q3 | $23K | Hold |
380
| – | – | 0.02% | 97 |
|
|
2022
Q2 | $23K | Sell |
380
-43
| -10% | -$2.6K | 0.02% | 105 |
|
|
2022
Q1 | $27K | Hold |
423
| – | – | 0.02% | 89 |
|
|
2021
Q4 | $26K | Hold |
423
| – | – | 0.02% | 102 |
|
|
2021
Q3 | $27K | Hold |
423
| – | – | 0.02% | 91 |
|
|
2021
Q2 | $26K | Hold |
423
| – | – | 0.02% | 91 |
|
|
2021
Q1 | $26K | Hold |
423
| – | – | 0.02% | 87 |
|
|
2020
Q4 | $23K | Hold |
423
| – | – | 0.02% | 96 |
|
|
2020
Q3 | $21K | Hold |
423
| – | – | 0.02% | 99 |
|
|
2020
Q2 | $20K | Hold |
423
| – | – | 0.02% | 102 |
|
|
2020
Q1 | $22K | Hold |
423
| – | – | 0.02% | 114 |
|
|
2019
Q4 | $23K | Buy |
+423
| New | +$23K | 0.02% | 122 |
|
|
2019
Q2 | $59K | Sell |
1,208
-300
| -20% | -$14.7K | 0.04% | 102 |
|
|
2019
Q1 | $76K | Sell |
1,508
-9,628
| -86% | -$485K | 0.05% | 98 |
|
|
2018
Q4 | $645K | Hold |
11,136
| – | – | 0.45% | 39 |
|
|
2018
Q3 | $645K | Buy |
11,136
+878
| +9% | +$50.9K | 0.45% | 39 |
|
|
2018
Q2 | $550K | Buy |
+10,258
| New | +$550K | 0.53% | 41 |
|