Lumbard & Kellner’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $136K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $340K | Hold |
|
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|
2024
Q2 | $362K | Hold |
|
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|
2024
Q1 | $348K | Hold |
|
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|
2023
Q4 | $282K | Hold |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $227K | Hold |
|
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|
2022
Q4 | $206K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $205K | Hold |
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|
2021
Q4 | $200K | Hold |
|
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|
2021
Q3 | $202K | Buy |
|