Avidian Wealth Enterprises’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Avidian Wealth Enterprises’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	-86,141	Closed	-$5.54M	–	479
2022 Q4	$5.54M	Buy	86,141 +4,023	+5%	+$265K	0.36%	61
2022 Q3	$5.07M	Sell	82,118 -4,642	-5%	-$299K	0.37%	53
2022 Q2	$5.42M	Sell	86,760 -11,722	-12%	-$746K	0.38%	52
2022 Q1	$6.3M	Sell	98,482 -56,635	-37%	-$3.55M	0.39%	48
2021 Q4	$9.7M	Buy	155,117 +91,932	+145%	+$5.78M	0.6%	34
2021 Q3	$3.99M	Buy	+63,185	New	+$3.89M	0.3%	56

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

Avidian Wealth Enterprises's DXJ Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2023, closing a stake of 86,141 shares — an estimated $5.54M sold.

Avidian Wealth Enterprises first reported a position in DXJ in Q3 2021 and held it in 6 quarters. The position peaked at $9.7M in Q4 2021. 191 funds tracked by Wall St. Rank hold DXJ as of Q1 2023.

Avidian Wealth Enterprises reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 86,141 WisdomTree Japan Hedged Equity Fund shares in Q1 2023, an estimated $5.54M.
Avidian Wealth Enterprises first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2021 and held it in 6 quarters.
Avidian Wealth Enterprises's WisdomTree Japan Hedged Equity Fund position peaked at $9.7M in Q4 2021.
191 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.