Stonebridge Financial Planning Group’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	$967K	Sell	8,460 -1,053	-11%	-$120K	0.4%	74
2025 Q1	$1.05M	Sell	9,513 -808	-8%	-$89K	0.48%	64
2024 Q4	$1.14M	Buy	10,321 +947	+10%	+$104K	0.51%	61
2024 Q3	$994K	Buy	9,374 +4,140	+79%	+$439K	0.47%	60
2024 Q2	$591K	Buy	+5,234	New	+$591K	0.3%	92