Evernest Financial Advisors, LLC Wisdomtree Trust Japan Hedged Transaction History

Evernest Financial Advisors, LLC

$363 Million
Q4 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 93,409 shares of DXJ stock, worth $10.3 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

93,409

Previous 92,575 0.9%

Holding current value

$10.3 Million

Previous $9.81 Million 4.99%

% of portfolio

2.83%

Previous 2.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$105.85 - $112.84 $88,278 - $94,108	834 Added 0.9%	93,409 $10.3 Million
Q3 2024 Oct 21, 2024	SELL	$91.43 - $117.51 $63,909 - $82,139	-699 Reduced 0.75%	92,575 $9.81 Million
Q2 2024 Aug 07, 2024	BUY	$105.42 - $112.82 $519,826 - $556,315	4,931 Added 5.58%	93,274 $10.5 Million
Q1 2024 May 10, 2024	BUY	$88.02 - $109.21 $99,902 - $123,953	1,135 Added 1.3%	88,343 $9.31 Billion
Q4 2023 May 10, 2024	SELL	$83.85 - $91.76 $184,470 - $201,872	-2,200 Reduced 2.49%	86,143 $7.58 Billion
Q4 2021 Feb 13, 2024	BUY	$59.71 - $64.17 $5.21 Million - $5.6 Million	87,208 New	87,208 $8.57 Billion

Others Institutions Holding DXJ

# of Institutions

336

Shares Held

15.9M

Call Options Held

1.59M

Put Options Held

512K

View Full List

About WISDOMTREE TRUST JAPAN HEDGED

Ticker DXJ
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Evernest Financial Advisors, LLC Wisdomtree Trust Japan Hedged Transaction History