WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $77K | Sell |
1,472
-2,365
| -62% | -$124K | 0.02% | 592 |
|
|
2017
Q1 | $194K | Buy |
3,837
+3,300
| +615% | +$167K | 0.05% | 345 |
|
|
2016
Q4 | $27K | Buy |
537
+435
| +426% | +$21.9K | 0.01% | 862 |
|
|
2016
Q3 | $4K | Hold |
102
| – | – | ﹤0.01% | 1298 |
|
|
2016
Q2 | $4K | Hold |
102
| – | – | ﹤0.01% | 1274 |
|
|
2016
Q1 | $4K | Sell |
102
-170
| -63% | -$6.67K | ﹤0.01% | 1233 |
|
|
2015
Q4 | $14K | Buy |
272
+124
| +84% | +$6.38K | ﹤0.01% | 984 |
|
|
2015
Q3 | $7K | Sell |
148
-444
| -75% | -$21K | ﹤0.01% | 1174 |
|
|
2015
Q2 | $34K | Hold |
592
| – | – | 0.01% | 827 |
|
|
2015
Q1 | $33K | Hold |
592
| – | – | 0.01% | 833 |
|
|
2014
Q4 | $29K | Sell |
592
-2,410
| -80% | -$118K | 0.01% | 1090 |
|
|
2014
Q3 | $157K | Buy |
3,002
+2,900
| +2,843% | +$152K | 0.03% | 508 |
|
|
2014
Q2 | $5K | Hold |
102
| – | – | ﹤0.01% | 1638 |
|
|
2014
Q1 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 1607 |
|
|
2013
Q4 | – | Sell |
-1,340
| Closed | -$64K | – | 2236 |
|
|
2013
Q3 | $64K | Buy |
+1,340
| New | +$64K | 0.01% | 829 |
|