MIAN
Mariner Independent Advisor Network’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,113
| Closed | -$778K | – | 329 |
|
|
2017
Q4 | $778K | Sell |
13,113
-11,135
| -46% | -$661K | 0.08% | 206 |
|
|
2017
Q3 | $1.33M | Sell |
24,248
-341
| -1% | -$18.6K | 0.22% | 84 |
|
|
2017
Q2 | $1.28M | Buy |
24,589
+19,215
| +358% | +$999K | 0.18% | 122 |
|
|
2017
Q1 | $444K | Sell |
5,374
-12,611
| -70% | -$1.04M | 0.05% | 167 |
|
|
2016
Q4 | $891K | Buy |
17,985
+19
| +0.1% | +$941 | 0.14% | 106 |
|
|
2016
Q3 | $771K | Buy |
+17,966
| New | +$771K | 0.11% | 122 |
|
|
2015
Q4 | – | Sell |
-10,318
| Closed | -$502K | – | 91 |
|
|
2015
Q3 | $502K | Buy |
+10,318
| New | +$502K | 0.19% | 98 |
|