Schrum Private Wealth Management’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
Q2 | $331K | Hold |
2,900
| – | – | 0.27% | 92 |
|
|
2025
Q1 | $320K | Hold |
2,900
| – | – | 0.28% | 90 |
|
|
2024
Q4 | $320K | Sell |
2,900
-2,900
| -50% | -$320K | 0.27% | 89 |
|
|
2024
Q3 | $615K | Buy |
5,800
+2,900
| +100% | +$307K | 0.32% | 73 |
|
|
2024
Q2 | $327K | Hold |
2,900
| – | – | 0.3% | 83 |
|
|
2024
Q1 | $315K | Hold |
2,900
| – | – | 0.29% | 84 |
|
|
2023
Q4 | $255K | Hold |
2,900
| – | – | 0.36% | 70 |
|
|
2023
Q3 | $256K | Hold |
2,900
| – | – | 0.29% | 89 |
|
|
2023
Q2 | $241K | Hold |
2,900
| – | – | 0.26% | 94 |
|
|
2023
Q1 | $205K | Buy |
+2,900
| New | +$205K | 0.24% | 105 |
|