Summit Financial’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	$3.55M	Sell	31,047 -193,660	-86%	-$22.1M	0.08%	209
2025 Q1	$24.8M	Buy	224,707 +191,857	+584%	+$21.1M	0.69%	27
2024 Q4	$3.62M	Buy	+32,850	New	+$3.62M	0.13%	137
2023 Q4	–	Sell	-9,898	Closed	-$873K	–	356
2023 Q3	$873K	Buy	+9,898	New	+$873K	0.06%	175