Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,130
| Closed | -$57K | – | 889 |
|
|
2019
Q1 | $57K | Sell |
1,130
-21
| -2% | -$1.06K | ﹤0.01% | 848 |
|
|
2018
Q4 | $53K | Sell |
1,151
-230
| -17% | -$10.6K | ﹤0.01% | 834 |
|
|
2018
Q3 | $80K | Sell |
1,381
-420
| -23% | -$24.3K | 0.01% | 776 |
|
|
2018
Q2 | $97K | Sell |
1,801
-455
| -20% | -$24.5K | 0.01% | 716 |
|
|
2018
Q1 | $126K | Sell |
2,256
-500
| -18% | -$27.9K | 0.01% | 620 |
|
|
2017
Q4 | $164K | Sell |
2,756
-940
| -25% | -$55.9K | 0.02% | 559 |
|
|
2017
Q3 | $202K | Sell |
3,696
-1,100
| -23% | -$60.1K | 0.02% | 470 |
|
|
2017
Q2 | $249K | Buy |
4,796
+1,400
| +41% | +$72.7K | 0.03% | 388 |
|
|
2017
Q1 | $172K | Sell |
3,396
-1,275
| -27% | -$64.6K | 0.02% | 439 |
|
|
2016
Q4 | $231K | Sell |
4,671
-250
| -5% | -$12.4K | 0.03% | 331 |
|
|
2016
Q3 | $211K | Buy |
4,921
+4,150
| +538% | +$178K | 0.03% | 366 |
|
|
2016
Q2 | $30K | Sell |
771
-1,200
| -61% | -$46.7K | 0.01% | 864 |
|
|
2016
Q1 | $86K | Hold |
1,971
| – | – | 0.02% | 560 |
|
|
2015
Q4 | $99K | Buy |
+1,971
| New | +$99K | 0.02% | 524 |
|