Sequoia Financial Advisors’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 | $4M | Buy |
35,046
+1,160
| +3% | +$133K | 0.03% | 318 |
|
|
2025
Q1 | $3.73M | Sell |
33,886
-992
| -3% | -$109K | 0.03% | 314 |
|
|
2024
Q4 | $3.85M | Buy |
34,878
+290
| +0.8% | +$32K | 0.04% | 289 |
|
|
2024
Q3 | $3.67M | Buy |
34,588
+1,036
| +3% | +$110K | 0.04% | 261 |
|
|
2024
Q2 | $3.79M | Buy |
33,552
+1,190
| +4% | +$134K | 0.05% | 222 |
|
|
2024
Q1 | $3.51M | Buy |
+32,362
| New | +$3.51M | 0.04% | 239 |
|
|
2016
Q2 | – | Sell |
-13,230
| Closed | -$578K | – | 260 |
|
|
2016
Q1 | $578K | Buy |
13,230
+44
| +0.3% | +$1.92K | 0.19% | 92 |
|
|
2015
Q4 | $660K | Hold |
13,186
| – | – | 0.27% | 76 |
|
|
2015
Q3 | $642K | Buy |
13,186
+6,006
| +84% | +$292K | 0.28% | 74 |
|
|
2015
Q2 | $411K | Buy |
+7,180
| New | +$411K | 0.17% | 108 |
|