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

Adams 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 Q3	–	Sell	-79,056	Closed	-$8.92M	–	112
2024 Q2	$8.92M	Buy	79,056 +1,512	+2%	+$164K	2.05%	13
2024 Q1	$8.41M	Sell	77,544 -840	-1%	-$83.8K	2.05%	12
2023 Q4	$6.9M	Buy	78,384 +8,076	+11%	+$714K	2.04%	14
2023 Q3	$6.2M	Sell	70,308 -3,460	-5%	-$295K	2.1%	11
2023 Q2	$6.14M	Buy	+73,768	New	+$5.61M	1.92%	12

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Adams Wealth Management's DXJ Position: Q3 2024 in Review

Adams Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 79,056 shares — an estimated $8.92M sold.

Adams Wealth Management first reported a position in DXJ in Q2 2023 and held it in 5 quarters. The position peaked at $8.92M in Q2 2024. 289 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Adams Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Adams Wealth Management sold 79,056 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $8.92M.
Adams Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2023 and held it in 5 quarters.
Adams Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $8.92M in Q2 2024.
289 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Adams Wealth Management's 13F filing for Q3 2024, filed 28 Oct 2024.