Spire 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 | $24K | Sell |
210
-2,900
| -93% | -$331K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $343K | Hold |
3,110
| – | – | 0.01% | 680 |
|
|
2024
Q4 | $343K | Hold |
3,110
| – | – | 0.01% | 671 |
|
|
2024
Q3 | $330K | Hold |
3,110
| – | – | 0.01% | 619 |
|
|
2024
Q2 | $351K | Sell |
3,110
-20
| -0.6% | -$2.26K | 0.01% | 571 |
|
|
2024
Q1 | $340K | Sell |
3,130
-8
| -0.3% | -$868 | 0.01% | 630 |
|
|
2023
Q4 | $298K | Sell |
3,138
-78
| -2% | -$7.4K | 0.01% | 652 |
|
|
2023
Q3 | $284K | Hold |
3,216
| – | – | 0.01% | 608 |
|
|
2023
Q2 | $268K | Hold |
3,216
| – | – | 0.01% | 637 |
|
|
2023
Q1 | $227K | Hold |
3,216
| – | – | 0.01% | 686 |
|
|
2022
Q4 | $207K | Sell |
3,216
-24
| -0.7% | -$1.55K | 0.01% | 553 |
|
|
2022
Q3 | $200K | Sell |
3,240
-200
| -6% | -$12.3K | 0.01% | 532 |
|
|
2022
Q2 | $215K | Buy |
3,440
+166
| +5% | +$10.4K | 0.01% | 738 |
|
|
2022
Q1 | $210K | Hold |
3,274
| – | – | 0.01% | 871 |
|
|
2021
Q4 | $205K | Sell |
3,274
-2,900
| -47% | -$182K | ﹤0.01% | 1077 |
|
|
2021
Q3 | $390K | Buy |
6,174
+280
| +5% | +$17.7K | 0.01% | 675 |
|
|
2021
Q2 | $360K | Hold |
5,894
| – | – | 0.01% | 716 |
|
|
2021
Q1 | $362K | Buy |
+5,894
| New | +$362K | 0.01% | 782 |
|