Robertson Stephens Wealth Management’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
Q4 | $811K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $611K | Hold |
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|
2023
Q4 | $495K | Hold |
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|
2023
Q3 | $497K | Hold |
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|
2023
Q2 | $469K | Hold |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $361K | Hold |
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|
2022
Q3 | $346K | Hold |
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|
2022
Q2 | $350K | Hold |
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|
2022
Q1 | $359K | Hold |
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|
2021
Q4 | $351K | Sell |
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|
2021
Q3 | $363K | Sell |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $372K | Sell |
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|
2020
Q4 | $519K | Hold |
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|
2020
Q3 | $468K | Buy |
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