Western 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
Q2 | $604K | Buy |
5,290
+691
| +15% | +$79K | 0.04% | 372 |
|
2025
Q1 | $507K | Buy |
4,599
+670
| +17% | +$73.8K | 0.03% | 385 |
|
2024
Q4 | $433K | Sell |
3,929
-707
| -15% | -$78K | 0.03% | 419 |
|
2024
Q3 | $491K | Buy |
4,636
+2,097
| +83% | +$222K | 0.03% | 471 |
|
2024
Q2 | $286K | Buy |
2,539
+35
| +1% | +$3.95K | 0.02% | 515 |
|
2024
Q1 | $272K | Buy |
+2,504
| New | +$272K | 0.02% | 534 |
|
2022
Q4 | – | Sell |
-4,289
| Closed | -$267K | – | 647 |
|
2022
Q3 | $267K | Buy |
4,289
+4
| +0.1% | +$249 | 0.02% | 663 |
|
2022
Q2 | $269K | Buy |
+4,285
| New | +$269K | 0.02% | 645 |
|