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B. Riley Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-2,529
Closed -$223K – 1445
2024
Q1 		$223K Buy
2,529
+183
+8% +$18.2K 0.01% 1205
2023
Q4 		$206K Sell
2,346
-183
-7% -$16.2K 0.01% 1248
2023
Q3 		$223K Buy
+2,529
New +$216K 0.01% 1205
2018
Q4 		– Sell
-3,540
Closed -$206K – 680
2018
Q3 		$206K Buy
+3,540
New +$194K 0.02% 640
2018
Q1 		– Sell
-4,188
Closed -$249K – 684
2017
Q4 		$249K Buy
+4,188
New +$242K 0.03% 511
2015
Q1 		– Sell
-4,401
Closed -$217K – 932
2014
Q4 		$217K Buy
+4,401
New +$230K ﹤0.01% 1337
2014
Q3 		– Sell
-3,163
Closed -$156K – 960
2014
Q2 		$156K Buy
3,163
+242
+8% +$11.5K 0.04% 540
2014
Q1 		$138K Sell
2,921
-3,930
-57% -$187K 0.04% 519
2013
Q4 		$348K Buy
6,851
+270
+4% +$13.1K 0.11% 205
2013
Q3 		$315K Buy
6,581
+442
+7% +$20.7K 0.11% 212
2013
Q2 		$280K Buy
+6,139
New +$287K 0.1% 244

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

B. Riley Wealth Advisors's DXJ Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2024, closing a stake of 2,529 shares — an estimated $223K sold.

B. Riley Wealth Advisors first reported a position in DXJ in Q2 2013 and held it in 11 quarters. The position peaked at $348K in Q4 2013. 319 funds tracked by Wall St. Rank hold DXJ as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,529 WisdomTree Japan Hedged Equity Fund shares in Q2 2024, an estimated $223K.
  • B. Riley Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 11 quarters.
  • B. Riley Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $348K in Q4 2013.
  • 319 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.