AAF Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

AAF Wealth Management’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,104	Closed	-$223K	–	48
2024 Q3	$223K	Sell	2,104 -53,455	-96%	-$5.68M	0.11%	41
2024 Q2	$6.27M	Buy	55,559 +3,236	+6%	+$351K	3.25%	9
2024 Q1	$5.68M	Buy	+52,323	New	+$5.22M	3.19%	9

Other funds holding DXJ

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AAF Wealth Management's DXJ Position: Q4 2024 in Review

AAF Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2024, closing a stake of 2,104 shares — an estimated $223K sold.

AAF Wealth Management first reported a position in DXJ in Q1 2024 and held it in 3 quarters. The position peaked at $6.27M in Q2 2024. 327 funds tracked by Wall St. Rank hold DXJ as of Q4 2024.

AAF Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
AAF Wealth Management sold 2,104 WisdomTree Japan Hedged Equity Fund shares in Q4 2024, an estimated $223K.
AAF Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and held it in 3 quarters.
AAF Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $6.27M in Q2 2024.
327 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2024.

Based on AAF Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.