United Capital Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.32M	Buy	14,659 +4,336	+42%	+$684K	0.01%	516
2025 Q4	$1.49M	Buy	10,323 +3,981	+63%	+$546K	0.01%	616
2025 Q3	$812K	Buy	6,342 +974	+18%	+$120K	0.01%	708
2025 Q2	$613K	Buy	5,368 +3,026	+129%	+$331K	0.01%	728
2025 Q1	$258K	Sell	2,342 -150	-6%	-$16.5K	﹤0.01%	938
2024 Q4	$275K	Sell	2,492 -139	-5%	-$15.2K	﹤0.01%	912
2024 Q3	$279K	Sell	2,631 -10,735	-80%	-$1.14M	﹤0.01%	901
2024 Q2	$1.51M	Buy	13,366 +4,290	+47%	+$466K	0.01%	451
2024 Q1	$985K	Buy	+9,076	New	+$905K	0.01%	560
2018 Q3	–	Sell	-4,091	Closed	-$221K	–	1343
2018 Q2	$221K	Buy	+4,091	New	+$231K	﹤0.01%	1197
2015 Q3	–	Sell	-73,100	Closed	-$4.18M	–	1259
2015 Q2	$4.18M	Buy	73,100 +66,254	+968%	+$3.84M	0.05%	384
2015 Q1	$386K	Buy	+6,846	New	+$357K	﹤0.01%	997
2014 Q4	–	Sell	-6,030	Closed	-$315K	–	1157
2014 Q3	$315K	Buy	+6,030	New	+$304K	0.01%	920
2013 Q4	–	Sell	-61,648	Closed	-$2.96M	–	671
2013 Q3	$2.96M	Sell	61,648 -46,236	-43%	-$2.17M	0.09%	206
2013 Q2	$4.92M	Buy	+107,884	New	+$5.04M	0.13%	190