Summit Financial, LLC DXJ Holdings History
Summit Financial, LLC's WisdomTree Japan Hedged Equity Fund Holding Summary
As of 2025-03-31, Summit Financial, LLC held 224,707.00 shares of WisdomTree Japan Hedged Equity Fund(DXJ), totaling $24.76 Mil. This investment constitutes 0.69% of their stock portfolio, and Summit Financial, LLC now holds 0.75% of the outstanding WisdomTree Japan Hedged Equity Fund(DXJ) stock.
The initial trade took place in 2023Q3. And since then Summit Financial, LLC has made 3 purchases of DXJ, at an average price of $108.88, for a total of 234,605.00 shares. In addition, there have been 1 sales at an average price of $88.40 for 9,898.00 shares. Based on historical transaction data and DXJ's current price of $115.54, Summit Financial, LLC's estimated gain on his DXJ holdings is $1.29 Mil, reflecting a 5.07% gain to date.
Summit Financial, LLC DXJ ($115.54) Holding Chart
Summit Financial, LLC DXJ ($115.54) 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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