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
2026 Q1	$974K	Buy	6,142 +517	+9%	+$81.6K	0.03%	302
2025 Q4	$811K	Buy	+5,625	New	+$771K	0.02%	344
2024 Q2	–	Sell	-5,628	Closed	-$611K	–	504
2024 Q1	$611K	Hold	5,628	–	–	0.03%	310
2023 Q4	$495K	Hold	5,628	–	–	0.03%	310
2023 Q3	$497K	Hold	5,628	–	–	0.03%	306
2023 Q2	$469K	Hold	5,628	–	–	0.03%	288
2023 Q1	$398K	Buy	5,628 +10	+0.2%	+$686	0.03%	322
2022 Q4	$361K	Hold	5,618	–	–	0.04%	303
2022 Q3	$346K	Hold	5,618	–	–	0.04%	263
2022 Q2	$350K	Hold	5,618	–	–	0.03%	282
2022 Q1	$359K	Hold	5,618	–	–	0.03%	287
2021 Q4	$351K	Sell	5,618 -132	-2%	-$8.29K	0.03%	297
2021 Q3	$363K	Sell	5,750 -332	-5%	-$20.5K	0.04%	233
2021 Q2	$371K	Buy	6,082 +14	+0.2%	+$852	0.04%	235
2021 Q1	$372K	Sell	6,068 -3,483	-36%	-$203K	0.06%	205
2020 Q4	$519K	Hold	9,551	–	–	0.11%	139
2020 Q3	$468K	Buy	+9,551	New	+$458K	0.12%	142