Meristem Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $326K | Hold |
5,099
| – | – | 0.04% | 253 |
|
|
2021
Q4 | $319K | Hold |
5,099
| – | – | 0.03% | 289 |
|
|
2021
Q3 | $322K | Hold |
5,099
| – | – | 0.03% | 303 |
|
|
2021
Q2 | $311K | Hold |
5,099
| – | – | 0.05% | 246 |
|
|
2021
Q1 | $313K | Hold |
5,099
| – | – | 0.06% | 176 |
|
|
2020
Q4 | $277K | Hold |
5,099
| – | – | 0.06% | 184 |
|
|
2020
Q3 | $250K | Hold |
5,099
| – | – | 0.06% | 161 |
|
|
2020
Q2 | $240K | Hold |
5,099
| – | – | 0.07% | 158 |
|
|
2020
Q1 | $215K | Hold |
5,099
| – | – | 0.07% | 166 |
|
|
2019
Q4 | $274K | Hold |
5,099
| – | – | 0.07% | 156 |
|
|
2019
Q3 | $257K | Sell |
5,099
-2,316
| -31% | -$117K | 0.07% | 158 |
|
|
2019
Q2 | $361K | Hold |
7,415
| – | – | 0.11% | 106 |
|
|
2019
Q1 | $375K | Hold |
7,415
| – | – | 0.13% | 88 |
|
|
2018
Q4 | $344K | Hold |
7,415
| – | – | 0.13% | 84 |
|
|
2018
Q3 | $430K | Hold |
7,415
| – | – | 0.15% | 72 |
|
|
2018
Q2 | $400K | Buy |
+7,415
| New | +$400K | 0.14% | 76 |
|