Plante Moran Financial Advisors’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
Q1 | – | Sell |
-328
| Closed | -$36.2K | – | 836 |
|
|
2024
Q4 | $36.2K | Hold |
328
| – | – | ﹤0.01% | 397 |
|
|
2024
Q3 | $34.8K | Sell |
328
-97
| -23% | -$10.3K | ﹤0.01% | 437 |
|
|
2024
Q2 | $47.9K | Buy |
425
+97
| +30% | +$10.9K | ﹤0.01% | 344 |
|
|
2024
Q1 | $35.6K | Buy |
+328
| New | +$35.6K | ﹤0.01% | 409 |
|
|
2019
Q4 | – | Sell |
-1,424
| Closed | -$72K | – | 788 |
|
|
2019
Q3 | $72K | Hold |
1,424
| – | – | 0.02% | 286 |
|
|
2019
Q2 | $69K | Hold |
1,424
| – | – | 0.02% | 272 |
|
|
2019
Q1 | $72K | Hold |
1,424
| – | – | 0.02% | 263 |
|
|
2018
Q4 | $66K | Hold |
1,424
| – | – | 0.02% | 255 |
|
|
2018
Q3 | $83K | Hold |
1,424
| – | – | 0.03% | 232 |
|
|
2018
Q2 | $77K | Hold |
1,424
| – | – | 0.04% | 258 |
|
|
2018
Q1 | $80K | Sell |
1,424
-336
| -19% | -$18.9K | 0.04% | 265 |
|
|
2017
Q4 | $104K | Buy |
1,760
+336
| +24% | +$19.9K | 0.06% | 214 |
|
|
2017
Q3 | $78K | Sell |
1,424
-1,669
| -54% | -$91.4K | 0.05% | 240 |
|
|
2017
Q2 | $161K | Hold |
3,093
| – | – | 0.1% | 144 |
|
|
2017
Q1 | $157K | Hold |
3,093
| – | – | 0.09% | 151 |
|
|
2016
Q4 | $153K | Hold |
3,093
| – | – | 0.1% | 156 |
|
|
2016
Q3 | $133K | Hold |
3,093
| – | – | 0.09% | 163 |
|
|
2016
Q2 | $120K | Hold |
3,093
| – | – | 0.09% | 162 |
|
|
2016
Q1 | $135K | Sell |
3,093
-38
| -1% | -$1.66K | 0.1% | 142 |
|
|
2015
Q4 | $157K | Buy |
3,131
+35
| +1% | +$1.76K | 0.12% | 134 |
|
|
2015
Q3 | $151K | Buy |
3,096
+1,232
| +66% | +$60.1K | 0.12% | 135 |
|
|
2015
Q2 | $107K | Buy |
1,864
+675
| +57% | +$38.7K | 0.08% | 179 |
|
|
2015
Q1 | $66K | Sell |
1,189
-320
| -21% | -$17.8K | 0.05% | 239 |
|
|
2014
Q4 | $74K | Buy |
1,509
+109
| +8% | +$5.35K | 0.05% | 221 |
|
|
2014
Q3 | $73K | Buy |
+1,400
| New | +$73K | 0.06% | 203 |
|