Annapolis Financial Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Annapolis Financial Services’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
2022 Q3	–	Sell	-900	Closed	-$19K	–	520
2022 Q2	$19K	Hold	900	–	–	0.01%	251
2022 Q1	$19K	Hold	900	–	–	0.01%	256
2021 Q4	$19K	Hold	900	–	–	0.01%	265
2021 Q3	$19K	Hold	900	–	–	0.01%	238
2021 Q2	$18K	Hold	900	–	–	0.01%	224
2021 Q1	$18K	Hold	900	–	–	0.01%	210
2020 Q4	$16K	Buy	+900	New	+$15.5K	0.01%	211

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJFSA

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

Annapolis Financial Services's DXJ Position: Q3 2022 in Review

Annapolis Financial Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2022, closing a stake of 900 shares — an estimated $19K sold.

Annapolis Financial Services first reported a position in DXJ in Q4 2020 and held it in 7 quarters. The position peaked at $19K in Q2 2022. 196 funds tracked by Wall St. Rank hold DXJ as of Q3 2022.

Annapolis Financial Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2022 after selling out during the quarter.
Annapolis Financial Services sold 900 WisdomTree Japan Hedged Equity Fund shares in Q3 2022, an estimated $19K.
Annapolis Financial Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2020 and held it in 7 quarters.
Annapolis Financial Services's WisdomTree Japan Hedged Equity Fund position peaked at $19K in Q2 2022.
196 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2022.

Based on Annapolis Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.