Perigon 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 | $770K | Buy |
6,736
+76
| +1% | +$8.68K | 0.02% | 550 |
|
|
2025
Q1 | $734K | Hold |
6,660
| – | – | 0.02% | 524 |
|
|
2024
Q4 | $709K | Buy |
6,660
+5
| +0.1% | +$532 | 0.02% | 535 |
|
|
2024
Q3 | $705K | Buy |
+6,655
| New | +$705K | 0.02% | 516 |
|
|
2018
Q2 | – | Sell |
-628
| Closed | -$35K | – | 332 |
|
|
2018
Q1 | $35K | Buy |
+628
| New | +$35K | 0.01% | 361 |
|