Waverton Investment 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
Q2 | $683K | Buy |
5,978
+160
| +3% | +$18.3K | 0.01% | 81 |
|
|
2025
Q1 | $641K | Sell |
5,818
-750
| -11% | -$82.6K | 0.01% | 78 |
|
|
2024
Q4 | $725K | Hold |
6,568
| – | – | 0.01% | 75 |
|
|
2024
Q3 | $696K | Hold |
6,568
| – | – | 0.01% | 77 |
|
|
2024
Q2 | $741K | Buy |
6,568
+812
| +14% | +$91.6K | 0.01% | 76 |
|
|
2024
Q1 | $624K | Hold |
5,756
| – | – | 0.01% | 79 |
|
|
2023
Q4 | $506K | Buy |
+5,756
| New | +$506K | 0.01% | 80 |
|