Blue Trust Inc’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Blue Trust Inc’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 Q4	–	Sell	-1	Closed	-$91	–	2587
2024 Q3	$91	Sell	1 -1,002	-100%	-$106K	﹤0.01%	2879
2024 Q2	$109K	Hold	1,003	–	–	﹤0.01%	941
2024 Q1	$109K	Buy	+1,003	New	+$100K	﹤0.01%	693

Other funds holding DXJ

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blue Trust Inc's DXJ Position: Q4 2024 in Review

Blue Trust Inc sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2024, closing a stake of 1 share — an estimated $91 sold.

Blue Trust Inc first reported a position in DXJ in Q1 2024 and held it in 3 quarters. The position peaked at $109K in Q2 2024. 327 funds tracked by Wall St. Rank hold DXJ as of Q4 2024.

Blue Trust Inc reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 1 WisdomTree Japan Hedged Equity Fund share in Q4 2024, an estimated $91.
Blue Trust Inc first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and held it in 3 quarters.
Blue Trust Inc's WisdomTree Japan Hedged Equity Fund position peaked at $109K in Q2 2024.
327 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.