Cary Street Partners Investment Advisory’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Cary Street Partners Investment Advisory’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	-11,349	Closed	-$401K	–	565
2024 Q3	$401K	Hold	11,349	–	–	0.01%	545
2024 Q2	$427K	Hold	11,349	–	–	0.02%	511
2024 Q1	$410K	Hold	11,349	–	–	0.02%	497
2023 Q4	$333K	Buy	11,349 +3,150	+38%	+$92.8K	0.02%	512
2023 Q3	$241K	Hold	8,199	–	–	0.01%	513
2023 Q2	$228K	Hold	8,199	–	–	0.01%	483
2023 Q1	$193K	Hold	8,199	–	–	0.01%	475
2022 Q4	$176K	Buy	+8,199	New	+$180K	0.01%	488
2020 Q4	–	Sell	-8,499	Closed	-$139K	–	489
2020 Q3	$139K	Buy	+8,499	New	+$136K	0.03%	318

Other funds holding DXJ

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

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cary Street Partners Investment Advisory's DXJ Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2024, closing a stake of 11,349 shares — an estimated $401K sold.

Cary Street Partners Investment Advisory first reported a position in DXJ in Q3 2020 and held it in 9 quarters. The position peaked at $427K in Q2 2024. 327 funds tracked by Wall St. Rank hold DXJ as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 11,349 WisdomTree Japan Hedged Equity Fund shares in Q4 2024, an estimated $401K.
Cary Street Partners Investment Advisory first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2020 and held it in 9 quarters.
Cary Street Partners Investment Advisory's WisdomTree Japan Hedged Equity Fund position peaked at $427K in Q2 2024.
327 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.