Carmichael Hill & Associates’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Carmichael Hill & Associates’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 Q3	$6.47K	Hold	61	–	–	﹤0.01%	645
2024 Q2	$6.88K	Hold	61	–	–	﹤0.01%	609
2024 Q1	$6.62K	Hold	61	–	–	﹤0.01%	611
2023 Q4	$5.37K	Hold	61	–	–	﹤0.01%	645
2023 Q3	$5.38K	Hold	61	–	–	﹤0.01%	635
2023 Q2	$5.08K	Hold	61	–	–	﹤0.01%	641
2023 Q1	$4.31K	Hold	61	–	–	﹤0.01%	649
2022 Q4	$3.92K	Hold	61	–	–	﹤0.01%	647
2022 Q3	$4K	Sell	61 -1	-2%	-$64	﹤0.01%	690
2022 Q2	$4K	Hold	62	–	–	﹤0.01%	676
2022 Q1	$4K	Hold	62	–	–	﹤0.01%	698
2021 Q4	$4K	Hold	62	–	–	﹤0.01%	721
2021 Q3	$4K	Hold	62	–	–	﹤0.01%	707
2021 Q2	$4K	Hold	62	–	–	﹤0.01%	690
2021 Q1	$4K	Hold	62	–	–	﹤0.01%	673
2020 Q4	$3K	Hold	62	–	–	﹤0.01%	665
2020 Q3	$3K	Hold	62	–	–	﹤0.01%	627
2020 Q2	$3K	Hold	62	–	–	﹤0.01%	597
2020 Q1	$3K	Hold	62	–	–	﹤0.01%	573
2019 Q4	$3K	Buy	+62	New	+$3.31K	﹤0.01%	601

Other funds holding DXJ

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carmichael Hill & Associates's DXJ Position: Q3 2024 in Review

Carmichael Hill & Associates held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q3 2024 at 61 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Carmichael Hill & Associates first reported a position in DXJ in Q4 2019 and has held it in 20 quarters since. The position peaked at $6.88K in Q2 2024. 289 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Carmichael Hill & Associates held 61 shares of WisdomTree Japan Hedged Equity Fund worth $6.47K as of Q3 2024.
Carmichael Hill & Associates left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q3 2024.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #645 holding.
Carmichael Hill & Associates first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's WisdomTree Japan Hedged Equity Fund position peaked at $6.88K in Q2 2024.
289 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.