SeaCrest 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 | $590K | Buy |
5,159
+6
| +0.1% | +$686 | 0.06% | 273 |
|
2025
Q1 | $568K | Sell |
5,153
-514
| -9% | -$56.6K | 0.06% | 292 |
|
2024
Q4 | $625K | Sell |
5,667
-972
| -15% | -$107K | 0.07% | 284 |
|
2024
Q3 | $704K | Sell |
6,639
-1,564
| -19% | -$166K | 0.08% | 263 |
|
2024
Q2 | $925K | Buy |
8,203
+3,809
| +87% | +$430K | 0.11% | 187 |
|
2024
Q1 | $432K | Buy |
4,394
+1,378
| +46% | +$135K | 0.05% | 347 |
|
2023
Q4 | $272K | Buy |
+3,016
| New | +$272K | 0.03% | 487 |
|
2022
Q3 | – | Sell |
-1,814
| Closed | -$113K | – | 855 |
|
2022
Q2 | $113K | Buy |
+1,814
| New | +$113K | 0.01% | 812 |
|
2019
Q2 | – | Sell |
-3,695
| Closed | -$187K | – | 859 |
|
2019
Q1 | $187K | Sell |
3,695
-40
| -1% | -$2.02K | 0.03% | 492 |
|
2018
Q4 | $173K | Sell |
3,735
-56
| -1% | -$2.59K | 0.04% | 467 |
|
2018
Q3 | $220K | Hold |
3,791
| – | – | 0.04% | 473 |
|
2018
Q2 | $205K | Hold |
3,791
| – | – | 0.04% | 481 |
|
2018
Q1 | $212K | Hold |
3,791
| – | – | 0.04% | 477 |
|
2017
Q4 | $225K | Buy |
+3,791
| New | +$225K | 0.04% | 449 |
|