United Capital Financial Advisors’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 | $613K | Buy |
5,368
+3,026
| +129% | +$346K | ﹤0.01% | 719 |
|
|
2025
Q1 | $258K | Sell |
2,342
-150
| -6% | -$16.5K | ﹤0.01% | 930 |
|
|
2024
Q4 | $275K | Sell |
2,492
-139
| -5% | -$15.3K | ﹤0.01% | 904 |
|
|
2024
Q3 | $279K | Sell |
2,631
-10,735
| -80% | -$1.14M | ﹤0.01% | 901 |
|
|
2024
Q2 | $1.51M | Buy |
13,366
+4,290
| +47% | +$484K | 0.01% | 449 |
|
|
2024
Q1 | $985K | Buy |
+9,076
| New | +$985K | 0.01% | 556 |
|
|
2018
Q3 | – | Sell |
-4,091
| Closed | -$221K | – | 1343 |
|
|
2018
Q2 | $221K | Buy |
+4,091
| New | +$221K | ﹤0.01% | 1197 |
|
|
2015
Q3 | – | Sell |
-73,100
| Closed | -$4.18M | – | 1259 |
|
|
2015
Q2 | $4.18M | Buy |
73,100
+66,254
| +968% | +$3.79M | 0.05% | 384 |
|
|
2015
Q1 | $386K | Buy |
+6,846
| New | +$386K | ﹤0.01% | 997 |
|
|
2014
Q4 | – | Sell |
-6,030
| Closed | -$315K | – | 1157 |
|
|
2014
Q3 | $315K | Buy |
+6,030
| New | +$315K | 0.01% | 920 |
|
|
2013
Q4 | – | Sell |
-61,648
| Closed | -$2.96M | – | 671 |
|
|
2013
Q3 | $2.96M | Sell |
61,648
-46,236
| -43% | -$2.22M | 0.09% | 206 |
|
|
2013
Q2 | $4.92M | Buy |
+107,884
| New | +$4.92M | 0.13% | 190 |
|