Bluefin Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bluefin Capital 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
2024 Q1	–	Sell	-2,600	Closed	-$229K	–	185
2023 Q4	$229K	Buy	+2,600	New	+$230K	0.02%	107
2019 Q1	–	Sell	-6,760	Closed	-$314K	–	423
2018 Q4	$314K	Sell	6,760 -4,700	-41%	-$245K	0.03%	202
2018 Q3	$664K	Hold	11,460	–	–	0.06%	206
2018 Q2	$619K	Buy	+11,460	New	+$648K	0.05%	182
2018 Q1	–	Sell	-42,700	Closed	-$2.53M	–	453
2017 Q4	$2.53M	Buy	+42,700	New	+$2.46M	0.15%	87
2015 Q3	–	Sell	-17,000	Closed	-$972K	–	516
2015 Q2	$972K	Buy	+17,000	New	+$986K	0.06%	219
2015 Q1	–	Sell	-5,000	Closed	-$246K	–	476
2014 Q4	$246K	Buy	+5,000	New	+$261K	0.01%	485
2014 Q2	–	Sell	-18,530	Closed	-$900K	–	716
2014 Q1	$900K	Buy	+18,530	New	+$882K	0.06%	234
2013 Q3	–	Sell	-10,220	Closed	-$500K	–	446
2013 Q2	$500K	Buy	+10,220	New	+$477K	0.05%	309

Other funds holding DXJ

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bluefin Capital Management's DXJ Position: Q1 2024 in Review

Bluefin Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2024, closing a stake of 2,600 shares — an estimated $229K sold.

Bluefin Capital Management first reported a position in DXJ in Q2 2013 and held it in 9 quarters. The position peaked at $2.53M in Q4 2017. 305 funds tracked by Wall St. Rank hold DXJ as of Q1 2024.

Bluefin Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
Bluefin Capital Management sold 2,600 WisdomTree Japan Hedged Equity Fund shares in Q1 2024, an estimated $229K.
Bluefin Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 9 quarters.
Bluefin Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $2.53M in Q4 2017.
305 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2024.

Based on Bluefin Capital Management's 13F filing for Q1 2024, filed 15 May 2024.