Steward Partners Investment Advisory’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $331K | Sell |
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|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $3.49M | Buy |
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|
2024
Q4 | $2.71M | Sell |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $3.17M | Buy |
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|
2024
Q1 | $2.5M | Buy |
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|
2023
Q4 | $1.91M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $111K | Buy |
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|
2023
Q1 | $80.1K | Hold |
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|
2022
Q4 | $72.8K | Hold |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $73K | Hold |
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|
2021
Q4 | $71K | Hold |
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|
2021
Q3 | $72K | Hold |
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|
2021
Q2 | $69K | Sell |
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|
2021
Q1 | $107K | Buy |
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|
2020
Q4 | $8K | Buy |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $6K | Sell |
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|
2020
Q1 | $69K | Sell |
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|
2019
Q4 | $142K | Sell |
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|
2019
Q3 | $138K | Sell |
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|
2019
Q2 | $163K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $163K | Sell |
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|
2018
Q2 | $177K | Buy |
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|
2018
Q1 | $95K | Sell |
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|
2017
Q4 | $185K | Buy |
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|
2017
Q3 | $65K | Sell |
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|
2017
Q2 | $6.38M | Buy |
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|
2017
Q1 | $5.79M | Buy |
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