BFIC
DXJ icon

Bedell Frazier Investment Counselling’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bedell Frazier Investment Counselling’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
Q4 		– Sell
-71,965
Closed -$6.35M – 91
2023
Q3 		$6.35M Buy
71,965
+106
+0.1% +$9.04K 1.9% 19
2023
Q2 		$5.98M Buy
+71,859
New +$5.46M 1.75% 20

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Bedell Frazier Investment Counselling's DXJ Position: Q4 2023 in Review

Bedell Frazier Investment Counselling sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2023, closing a stake of 71,965 shares — an estimated $6.35M sold.

Bedell Frazier Investment Counselling first reported a position in DXJ in Q2 2023 and held it in 2 quarters. The position peaked at $6.35M in Q3 2023. 253 funds tracked by Wall St. Rank hold DXJ as of Q4 2023.

  • Bedell Frazier Investment Counselling reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 71,965 WisdomTree Japan Hedged Equity Fund shares in Q4 2023, an estimated $6.35M.
  • Bedell Frazier Investment Counselling first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2023 and held it in 2 quarters.
  • Bedell Frazier Investment Counselling's WisdomTree Japan Hedged Equity Fund position peaked at $6.35M in Q3 2023.
  • 253 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2023.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2023, filed 13 Feb 2024.