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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $812K | Buy |
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|
2025
Q2 | $613K | Buy |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $275K | Sell |
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|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $985K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $221K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4.18M | Buy |
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|
2015
Q1 | $386K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $315K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2.96M | Sell |
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|
2013
Q2 | $4.92M | Buy |
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