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

Accurate 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
2023 Q1	–	Sell	-70	Closed	-$4.55K	–	569
2022 Q4	$4.55K	Buy	+70	New	+$4.61K	﹤0.01%	1044

Other funds holding DXJ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

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

Accurate Wealth Management's DXJ Position: Q1 2023 in Review

Accurate Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2023, closing a stake of 70 shares — an estimated $4.55K sold.

Accurate Wealth Management first reported a position in DXJ in Q4 2022 and held it in 1 quarter. The position peaked at $4.55K in Q4 2022. 191 funds tracked by Wall St. Rank hold DXJ as of Q1 2023.

Accurate Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 70 WisdomTree Japan Hedged Equity Fund shares in Q1 2023, an estimated $4.55K.
Accurate Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $4.55K in Q4 2022.
191 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.