Modera Wealth Management’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
2026 Q1	$644K	Sell	4,059 -34	-0.8%	-$5.37K	0.01%	397
2025 Q4	$590K	Hold	4,093	–	–	0.01%	425
2025 Q3	$524K	Buy	4,093 +1,100	+37%	+$135K	0.01%	451
2025 Q2	$342K	Hold	2,993	–	–	﹤0.01%	510
2025 Q1	$330K	Buy	2,993 +486	+19%	+$53.5K	﹤0.01%	498
2024 Q4	$276K	Sell	2,507 -2,000	-44%	-$219K	﹤0.01%	530
2024 Q3	$478K	Buy	4,507 +1,879	+71%	+$200K	0.01%	423
2024 Q2	$296K	Hold	2,628	–	–	﹤0.01%	478
2024 Q1	$285K	Buy	+2,628	New	+$262K	﹤0.01%	489
2023 Q4	–	Sell	-3,626	Closed	-$320K	–	530
2023 Q3	$320K	Buy	+3,626	New	+$309K	0.01%	441
2014 Q2	–	Sell	-4,509	Closed	-$213K	–	64
2014 Q1	$213K	Buy	+4,509	New	+$215K	0.08%	58