Trademark Financial 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
2024
Q3
Sell
-4,060
Closed -$458K 95
2024
Q2
$458K Buy
4,060
+825
+26% +$93.1K 0.37% 59
2024
Q1
$351K Buy
3,235
+400
+14% +$43.4K 0.29% 61
2023
Q4
$249K Buy
+2,835
New +$249K 0.18% 81