Total Clarity 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 | $601K | Sell |
5,262
-2,061
| -28% | -$236K | 0.17% | 140 |
|
2025
Q1 | $808K | Hold |
7,323
| – | – | 0.26% | 101 |
|
2024
Q4 | $808K | Sell |
7,323
-5,009
| -41% | -$552K | 0.26% | 101 |
|
2024
Q3 | $1.31M | Buy |
12,332
+977
| +9% | +$104K | 0.42% | 64 |
|
2024
Q2 | $1.28M | Sell |
11,355
-697
| -6% | -$78.6K | 0.44% | 58 |
|
2024
Q1 | $1.31M | Buy |
+12,052
| New | +$1.31M | 0.45% | 57 |
|
2022
Q3 | – | Sell |
-70
| Closed | -$4K | – | 412 |
|
2022
Q2 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 839 |
|
2022
Q1 | – | Sell |
-70
| Closed | -$4K | – | 388 |
|
2021
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 834 |
|
2021
Q3 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 838 |
|
2021
Q2 | – | Sell |
-70
| Closed | -$4K | – | 328 |
|
2021
Q1 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 715 |
|
2020
Q1 | – | Sell |
-140
| Closed | -$8K | – | 218 |
|
2019
Q4 | $8K | Buy |
+140
| New | +$8K | 0.01% | 524 |
|