Patten & Patten’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 | $963K | Buy |
8,430
+2,725
| +48% | +$311K | 0.06% | 174 |
|
|
2025
Q1 | $629K | Buy |
+5,705
| New | +$629K | 0.04% | 205 |
|
|
2015
Q3 | – | Sell |
-53,620
| Closed | -$3.07M | – | 207 |
|
|
2015
Q2 | $3.07M | Buy |
53,620
+16,235
| +43% | +$929K | 0.45% | 68 |
|
|
2015
Q1 | $2.06M | Buy |
37,385
+7,855
| +27% | +$433K | 0.3% | 84 |
|
|
2014
Q4 | $1.45M | Buy |
29,530
+8,590
| +41% | +$423K | 0.22% | 93 |
|
|
2014
Q3 | $1.1M | Sell |
20,940
-100
| -0.5% | -$5.23K | 0.17% | 108 |
|
|
2014
Q2 | $1.04M | Buy |
21,040
+3,175
| +18% | +$157K | 0.17% | 105 |
|
|
2014
Q1 | $846K | Buy |
+17,865
| New | +$846K | 0.11% | 144 |
|