BerganKDV Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

BerganKDV Wealth Management’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 Q2	$29.3K	Hold	352	–	–	﹤0.01%	448
2023 Q1	$24.9K	Hold	352	–	–	﹤0.01%	493
2022 Q4	$22.6K	Hold	352	–	–	﹤0.01%	479
2022 Q3	$22K	Hold	352	–	–	﹤0.01%	479
2022 Q2	$22K	Hold	352	–	–	﹤0.01%	484
2022 Q1	$23K	Hold	352	–	–	﹤0.01%	495
2021 Q4	$22K	Hold	352	–	–	﹤0.01%	534
2021 Q3	$22K	Hold	352	–	–	﹤0.01%	513
2021 Q2	$21K	Hold	352	–	–	﹤0.01%	510
2021 Q1	$22K	Hold	352	–	–	﹤0.01%	468
2020 Q4	$19K	Hold	352	–	–	﹤0.01%	482
2020 Q3	$17K	Hold	352	–	–	﹤0.01%	444
2020 Q2	$17K	Hold	352	–	–	﹤0.01%	468
2020 Q1	$15K	Hold	352	–	–	﹤0.01%	449
2019 Q4	$19K	Hold	352	–	–	﹤0.01%	452
2019 Q3	$18K	Hold	352	–	–	﹤0.01%	439
2019 Q2	$17K	Hold	352	–	–	﹤0.01%	442
2019 Q1	$18K	Hold	352	–	–	﹤0.01%	444
2018 Q4	$16K	Hold	352	–	–	﹤0.01%	413
2018 Q3	$20K	Hold	352	–	–	﹤0.01%	420
2018 Q2	$19K	Buy	+352	New	+$19.9K	﹤0.01%	432

Other funds holding DXJ

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJFSA

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

BerganKDV Wealth Management's DXJ Position: Q2 2023 in Review

BerganKDV Wealth Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2023 at 352 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

BerganKDV Wealth Management first reported a position in DXJ in Q2 2018 and has held it in 21 quarters since. 229 funds tracked by Wall St. Rank hold DXJ as of Q2 2023.

BerganKDV Wealth Management held 352 shares of WisdomTree Japan Hedged Equity Fund worth $29.3K as of Q2 2023.
BerganKDV Wealth Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2023.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #448 holding.
BerganKDV Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2018 and has held it in 21 quarters since.
229 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.