MWM
Merriman Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,534
| Closed | -$926K | – | 211 |
|
|
2024
Q1 | $926K | Buy |
+8,534
| New | +$926K | 0.04% | 96 |
|
|
2023
Q4 | – | Sell |
-12,232
| Closed | -$1.08M | – | 194 |
|
|
2023
Q3 | $1.08M | Sell |
12,232
-555
| -4% | -$49K | 0.06% | 76 |
|
|
2023
Q2 | $1.06M | Sell |
12,787
-703
| -5% | -$58.5K | 0.05% | 97 |
|
|
2023
Q1 | $954K | Buy |
+13,490
| New | +$954K | 0.05% | 94 |
|
|
2015
Q4 | – | Sell |
-28,016
| Closed | -$1.36M | – | 40 |
|
|
2015
Q3 | $1.36M | Buy |
+28,016
| New | +$1.36M | 0.76% | 18 |
|
|
2014
Q1 | – | Sell |
-50,200
| Closed | -$2.55M | – | 44 |
|
|
2013
Q4 | $2.55M | Buy |
50,200
+33,600
| +202% | +$1.71M | 1.08% | 28 |
|
|
2013
Q3 | $796K | Buy |
16,600
+8,100
| +95% | +$388K | 0.42% | 39 |
|
|
2013
Q2 | $388K | Buy |
+8,500
| New | +$388K | 0.51% | 24 |
|