Evernest Financial Advisors, LLC DXJ Holdings History
Evernest Financial Advisors, LLC's WisdomTree Japan Hedged Equity Fund Holding Summary
As of 2025-03-31, Evernest Financial Advisors, LLC held 92,803.00 shares of WisdomTree Japan Hedged Equity Fund(DXJ), totaling $10.22 Mil. This investment constitutes 3.67% of their stock portfolio, and Evernest Financial Advisors, LLC now holds 0.31% of the outstanding WisdomTree Japan Hedged Equity Fund(DXJ) stock.
The initial trade took place in 2021Q4. And since then Evernest Financial Advisors, LLC has made 3 purchases of DXJ, at an average price of $66.45, for a total of 95,173.00 shares. In addition, there have been 3 sales at an average price of $99.17 for 2,370.00 shares. Based on historical transaction data and DXJ's current price of $114.96, Evernest Financial Advisors, LLC's estimated gain on his DXJ holdings is $4.58 Mil, reflecting a 72.40% gain to date.
Evernest Financial Advisors, LLC DXJ ($114.96) Holding Chart
Evernest Financial Advisors, LLC DXJ ($114.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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