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Benjamin F. Edwards & Company’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Benjamin F. Edwards & Company’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 		$15K Buy
+133
New +$14.4K ﹤0.01% 1604
2023
Q2 		– Sell
-1,117
Closed -$79K – 1778
2023
Q1 		$79K Hold
1,117
– – ﹤0.01% 974
2022
Q4 		$72K Sell
1,117
-426,984
-100% -$28.1M ﹤0.01% 989
2022
Q3 		$26.4M Buy
428,101
+2,499
+0.6% +$161K 1.32% 12
2022
Q2 		$26.6M Buy
+425,602
New +$27.1M 1.28% 12
2020
Q3 		– Sell
-450
Closed -$21K – 1685
2020
Q2 		$21K Hold
450
– – ﹤0.01% 1101
2020
Q1 		$19K Sell
450
-150
-25% -$7.37K ﹤0.01% 1087
2019
Q4 		$32K Hold
600
– – ﹤0.01% 1085
2019
Q3 		$30K Hold
600
– – ﹤0.01% 1065
2019
Q2 		$29K Sell
600
-1,004
-63% -$50.1K ﹤0.01% 1066
2019
Q1 		$81K Sell
1,604
-641
-29% -$31.9K 0.01% 739
2018
Q4 		$104K Buy
2,245
+667
+42% +$34.8K 0.01% 654
2018
Q3 		$91K Sell
1,578
-6,597
-81% -$362K 0.01% 700
2018
Q2 		$441K Sell
8,175
-1,195
-13% -$67.6K 0.04% 350
2018
Q1 		$525K Sell
9,370
-1,047
-10% -$60.9K 0.05% 323
2017
Q4 		$618K Buy
10,417
+343
+3% +$19.8K 0.06% 278
2017
Q3 		$551K Buy
10,074
+505
+5% +$26.5K 0.07% 266
2017
Q2 		$498K Buy
9,569
+392
+4% +$20.1K 0.07% 273
2017
Q1 		$465K Buy
9,177
+2,745
+43% +$140K 0.07% 269
2016
Q4 		$319K Buy
+6,432
New +$302K 0.05% 300
2016
Q2 		– Sell
-17,061
Closed -$746K – 1093
2016
Q1 		$746K Sell
17,061
-1,759
-9% -$77.6K 0.15% 148
2015
Q4 		$943K Buy
18,820
+53
+0.3% +$2.82K 0.2% 107
2015
Q3 		$913K Sell
18,767
-3,148
-14% -$170K 0.2% 107
2015
Q2 		$1.25M Sell
21,915
-314
-1% -$18.2K 0.25% 88
2015
Q1 		$1.23M Sell
22,229
-1,480
-6% -$77.1K 0.26% 86
2014
Q4 		$1.17M Buy
23,709
+116
+0.5% +$6.05K 0.27% 74
2014
Q3 		$1.23M Buy
23,593
+463
+2% +$23.3K 0.31% 69
2014
Q2 		$1.14M Buy
23,130
+3,443
+17% +$163K 0.29% 74
2014
Q1 		$932K Buy
19,687
+2,070
+12% +$98.6K 0.26% 89
2013
Q4 		$896K Sell
17,617
-113
-0.6% -$5.49K 0.3% 83
2013
Q3 		$850K Sell
17,730
-1,998
-10% -$93.7K 0.31% 83
2013
Q2 		$900K Buy
+19,728
New +$922K 0.36% 69

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

Benjamin F. Edwards & Company's DXJ Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2024: 133 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1604 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in DXJ as recently as Q1 2023.

Benjamin F. Edwards & Company first reported a position in DXJ in Q2 2013 and has held it in 32 quarters since. The position peaked at $26.6M in Q2 2022. 319 funds tracked by Wall St. Rank hold DXJ as of Q2 2024.

  • Benjamin F. Edwards & Company held 133 shares of WisdomTree Japan Hedged Equity Fund worth $15K as of Q2 2024.
  • WisdomTree Japan Hedged Equity Fund was a new Benjamin F. Edwards & Company position in Q2 2024.
  • WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1604 holding.
  • Benjamin F. Edwards & Company first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 32 quarters since.
  • Benjamin F. Edwards & Company's WisdomTree Japan Hedged Equity Fund position peaked at $26.6M in Q2 2022.
  • 319 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.