Wealthcare Advisory Partners’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 | $1.4M | Sell |
12,237
-587
| -5% | -$67.1K | 0.03% | 411 |
|
|
2025
Q1 | $1.41M | Sell |
12,824
-3,719
| -22% | -$410K | 0.04% | 372 |
|
|
2024
Q4 | $1.82M | Sell |
16,543
-421
| -2% | -$46.4K | 0.05% | 290 |
|
|
2024
Q3 | $1.8M | Buy |
16,964
+60
| +0.4% | +$6.36K | 0.05% | 288 |
|
|
2024
Q2 | $1.91M | Buy |
16,904
+365
| +2% | +$41.2K | 0.06% | 245 |
|
|
2024
Q1 | $1.79M | Buy |
16,539
+5,706
| +53% | +$619K | 0.06% | 251 |
|
|
2023
Q4 | $953K | Buy |
10,833
+3,636
| +51% | +$320K | 0.04% | 322 |
|
|
2023
Q3 | $635K | Buy |
7,197
+1,416
| +24% | +$125K | 0.03% | 373 |
|
|
2023
Q2 | $481K | Buy |
5,781
+993
| +21% | +$82.7K | 0.02% | 456 |
|
|
2023
Q1 | $339K | Buy |
4,788
+151
| +3% | +$10.7K | 0.01% | 549 |
|
|
2022
Q4 | $298K | Buy |
+4,637
| New | +$298K | 0.01% | 543 |
|
|
2021
Q2 | – | Sell |
-119
| Closed | -$7K | – | 882 |
|
|
2021
Q1 | $7K | Buy |
+119
| New | +$7K | ﹤0.01% | 1546 |
|
|
2020
Q2 | – | Sell |
-413
| Closed | -$17K | – | 581 |
|
|
2020
Q1 | $17K | Hold |
413
| – | – | ﹤0.01% | 772 |
|
|
2019
Q4 | $22K | Hold |
413
| – | – | ﹤0.01% | 739 |
|
|
2019
Q3 | $21K | Sell |
413
-113
| -21% | -$5.75K | ﹤0.01% | 735 |
|
|
2019
Q2 | $26K | Buy |
526
+113
| +27% | +$5.59K | ﹤0.01% | 663 |
|
|
2019
Q1 | $21K | Sell |
413
-30
| -7% | -$1.53K | ﹤0.01% | 646 |
|
|
2018
Q4 | $21K | Hold |
443
| – | – | ﹤0.01% | 609 |
|
|
2018
Q3 | $26K | Hold |
443
| – | – | ﹤0.01% | 611 |
|
|
2018
Q2 | $24K | Buy |
443
+126
| +40% | +$6.83K | ﹤0.01% | 628 |
|
|
2018
Q1 | $18K | Sell |
317
-146
| -32% | -$8.29K | ﹤0.01% | 600 |
|
|
2017
Q4 | $27K | Hold |
463
| – | – | 0.01% | 476 |
|
|
2017
Q3 | $25K | Buy |
+463
| New | +$25K | 0.01% | 393 |
|