Modera Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
2,993
| – | – | ﹤0.01% | 510 |
|
|
2025
Q1 | $330K | Buy |
2,993
+486
| +19% | +$53.6K | ﹤0.01% | 498 |
|
|
2024
Q4 | $276K | Sell |
2,507
-2,000
| -44% | -$221K | ﹤0.01% | 529 |
|
|
2024
Q3 | $478K | Buy |
4,507
+1,879
| +71% | +$199K | 0.01% | 422 |
|
|
2024
Q2 | $296K | Hold |
2,628
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $285K | Buy |
+2,628
| New | +$285K | ﹤0.01% | 489 |
|
|
2023
Q4 | – | Sell |
-3,626
| Closed | -$320K | – | 530 |
|
|
2023
Q3 | $320K | Buy |
+3,626
| New | +$320K | 0.01% | 441 |
|
|
2014
Q2 | – | Sell |
-4,509
| Closed | -$213K | – | 64 |
|
|
2014
Q1 | $213K | Buy |
+4,509
| New | +$213K | 0.08% | 58 |
|