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BOK Financial’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

BOK Financial’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
2022
Q3 		– Sell
-3,666
Closed -$229K – 903
2022
Q2 		$229K Buy
+3,666
New +$233K ﹤0.01% 834
2018
Q1 		– Sell
-3,494
Closed -$207K – 918
2017
Q4 		$207K Buy
3,494
+2,845
+438% +$164K 0.01% 857
2017
Q3 		$36K Buy
+649
New +$34.1K ﹤0.01% 1011

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BOK Financial's DXJ Position: Q3 2022 in Review

BOK Financial sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2022, closing a stake of 3,666 shares — an estimated $229K sold.

BOK Financial first reported a position in DXJ in Q3 2017 and held it in 3 quarters. The position peaked at $229K in Q2 2022. 196 funds tracked by Wall St. Rank hold DXJ as of Q3 2022.

  • BOK Financial reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2022 after selling out during the quarter.
  • BOK Financial sold 3,666 WisdomTree Japan Hedged Equity Fund shares in Q3 2022, an estimated $229K.
  • BOK Financial first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2017 and held it in 3 quarters.
  • BOK Financial's WisdomTree Japan Hedged Equity Fund position peaked at $229K in Q2 2022.
  • 196 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2022.

Based on BOK Financial's 13F filing for Q3 2022, filed 14 Nov 2022.