Plante Moran Financial Advisors’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
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%	+$10.5K	﹤0.01%	344
2024 Q1	$35.6K	Buy	+328	New	+$32.7K	﹤0.01%	409
2019 Q4	–	Sell	-1,424	Closed	-$72K	–	789
2019 Q3	$72K	Hold	1,424	–	–	0.02%	286
2019 Q2	$69K	Hold	1,424	–	–	0.02%	274
2019 Q1	$72K	Hold	1,424	–	–	0.02%	265
2018 Q4	$66K	Hold	1,424	–	–	0.02%	257
2018 Q3	$83K	Hold	1,424	–	–	0.03%	234
2018 Q2	$77K	Hold	1,424	–	–	0.04%	260
2018 Q1	$80K	Sell	1,424 -336	-19%	-$19.6K	0.04%	267
2017 Q4	$104K	Buy	1,760 +336	+24%	+$19.4K	0.06%	214
2017 Q3	$78K	Sell	1,424 -1,669	-54%	-$87.6K	0.05%	240
2017 Q2	$161K	Hold	3,093	–	–	0.1%	144
2017 Q1	$157K	Hold	3,093	–	–	0.1%	152
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%	-$1.68K	0.1%	142
2015 Q4	$157K	Buy	3,131 +35	+1%	+$1.86K	0.12%	134
2015 Q3	$151K	Buy	3,096 +1,232	+66%	+$66.6K	0.12%	136
2015 Q2	$107K	Buy	1,864 +675	+57%	+$39.1K	0.08%	180
2015 Q1	$66K	Sell	1,189 -320	-21%	-$16.7K	0.05%	239
2014 Q4	$74K	Buy	1,509 +109	+8%	+$5.69K	0.05%	221
2014 Q3	$73K	Buy	+1,400	New	+$70.5K	0.06%	203