Wilbanks Smith & Thomas Asset 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-423
| Closed | -$25K | – | 594 |
|
2018
Q3 | $25K | Buy |
+423
| New | +$25K | ﹤0.01% | 832 |
|
2015
Q3 | – | Sell |
-14,223
| Closed | -$814K | – | 279 |
|
2015
Q2 | $814K | Buy |
+14,223
| New | +$814K | 0.08% | 138 |
|
2015
Q1 | – | Sell |
-13,373
| Closed | -$658K | – | 308 |
|
2014
Q4 | $658K | Buy |
+13,373
| New | +$658K | 0.07% | 149 |
|
2014
Q1 | – | Sell |
-26,628
| Closed | -$1.35M | – | 288 |
|
2013
Q4 | $1.35M | Sell |
26,628
-9,116
| -26% | -$464K | 0.16% | 91 |
|
2013
Q3 | $1.71M | Buy |
+35,744
| New | +$1.71M | 0.23% | 79 |
|