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

Brewin Dolphin 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
2022 Q2	$47K	Buy	740 +370	+100%	+$23.6K	0.01%	195
2022 Q1	$24K	Hold	370	–	–	﹤0.01%	235
2021 Q4	$23K	Hold	370	–	–	﹤0.01%	247
2021 Q3	$23.4K	Hold	370	–	–	﹤0.01%	255
2021 Q2	$22.6K	Hold	370	–	–	﹤0.01%	258
2021 Q1	$22.7K	Buy	+370	New	+$21.6K	﹤0.01%	247
2019 Q2	–	Sell	-400	Closed	-$20.2K	–	196
2019 Q1	$20.2K	Hold	400	–	–	0.01%	152
2018 Q4	$18.6K	Hold	400	–	–	0.01%	151
2018 Q3	$23.2K	Hold	400	–	–	0.01%	148
2018 Q2	$21.6K	Hold	400	–	–	0.01%	146
2018 Q1	$22.4K	Hold	400	–	–	0.01%	137
2017 Q4	$23.7K	Sell	400 -600	-60%	-$34.6K	0.02%	129
2017 Q3	$54.7K	Buy	+1,000	New	+$52.5K	0.04%	96

Other funds holding DXJ

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brewin Dolphin Wealth Management's DXJ Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 100% in Q2 2022, buying an estimated $23.6K and bringing the position to 740 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #195.

Brewin Dolphin Wealth Management first reported a position in DXJ in Q3 2017 and has held it in 13 quarters since. The position peaked at $54.7K in Q3 2017. 202 funds tracked by Wall St. Rank hold DXJ as of Q2 2022.

Brewin Dolphin Wealth Management held 740 shares of WisdomTree Japan Hedged Equity Fund worth $47K as of Q2 2022.
Brewin Dolphin Wealth Management bought 370 WisdomTree Japan Hedged Equity Fund shares in Q2 2022, an estimated $23.6K.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #195 holding.
Brewin Dolphin Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2017 and has held it in 13 quarters since.
Brewin Dolphin Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $54.7K in Q3 2017.
202 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.