Wealthstreet Investment Advisors’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 |
-4,300
| Closed | -$218K | – | 342 |
|
|
2019
Q1 | $218K | Hold |
4,300
| – | – | 0.03% | 318 |
|
|
2018
Q4 | $214K | Sell |
4,300
-1,500
| -26% | -$74.7K | 0.03% | 308 |
|
|
2018
Q3 | $336K | Buy |
5,800
+200
| +4% | +$11.6K | 0.04% | 278 |
|
|
2018
Q2 | $302K | Sell |
5,600
-300
| -5% | -$16.2K | 0.04% | 289 |
|
|
2018
Q1 | $330K | Buy |
5,900
+1,850
| +46% | +$103K | 0.04% | 271 |
|
|
2017
Q4 | $240K | Buy |
+4,050
| New | +$240K | 0.03% | 305 |
|