Number of Shares
22,837.00
Current Holdings Value*
$2.61 Mil
% of Portfolio
0.89%
Total Estimate Gain
$129,257.42
% of Total Estimate Gain
5.18%

XY Planning Network, Inc.'s WisdomTree Japan Hedged Equity Fund Holding Summary

As of 2025-06-30, XY Planning Network, Inc. held 22,837.00 shares of WisdomTree Japan Hedged Equity Fund(DXJ), totaling $2.61 Mil. This investment constitutes 0.89% of their stock portfolio, and XY Planning Network, Inc. now holds 0.07% of the outstanding WisdomTree Japan Hedged Equity Fund(DXJ) stock.

The initial trade took place in 2025Q2. And since then XY Planning Network, Inc. has made 1 purchases of DXJ, at an average price of $109.30, for a total of 22,837.00 shares. Based on historical transaction data and DXJ's current price of $114.96, XY Planning Network, Inc.'s estimated gain on his DXJ holdings is $129,257.42, reflecting a 5.18% gain to date.

XY Planning Network, Inc. DXJ ($114.96) Holding Chart

XY Planning Network, Inc. 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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