RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-447
| Closed | -$24K | – | 361 |
|
|
2018
Q2 | $24K | Buy |
+447
| New | +$24K | ﹤0.01% | 514 |
|
|
2018
Q1 | – | Sell |
-4,015
| Closed | -$238K | – | 588 |
|
|
2017
Q4 | $238K | Sell |
4,015
-118,698
| -97% | -$7.04M | 0.03% | 213 |
|
|
2017
Q3 | $6.71M | Buy |
122,713
+537
| +0.4% | +$29.4K | 0.76% | 32 |
|
|
2017
Q2 | $6.35M | Buy |
122,176
+1,705
| +1% | +$88.7K | 0.78% | 33 |
|
|
2017
Q1 | $6.1M | Buy |
120,471
+114,381
| +1,878% | +$5.79M | 0.8% | 34 |
|
|
2016
Q4 | $302K | Buy |
+6,090
| New | +$302K | 0.27% | 32 |
|