Venturi 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
Q1 | – | Sell |
-16
| Closed | -$1.77K | – | 912 |
|
|
2024
Q4 | $1.77K | Buy |
+16
| New | +$1.77K | ﹤0.01% | 1867 |
|
|
2018
Q4 | – | Sell |
-8,600
| Closed | -$505K | – | 254 |
|
|
2018
Q3 | $505K | Buy |
+8,600
| New | +$505K | 0.09% | 131 |
|
|
2017
Q3 | – | Sell |
-32,725
| Closed | -$1.7M | – | 185 |
|
|
2017
Q2 | $1.7M | Buy |
32,725
+12,940
| +65% | +$673K | 0.39% | 88 |
|
|
2017
Q1 | $951K | Buy |
19,785
+10,185
| +106% | +$490K | 0.22% | 98 |
|
|
2016
Q4 | $476K | Buy |
+9,600
| New | +$476K | 0.13% | 120 |
|
|
2016
Q1 | – | Sell |
-7,771
| Closed | -$389K | – | 138 |
|
|
2015
Q4 | $389K | Buy |
+7,771
| New | +$389K | 0.18% | 104 |
|