Castleview Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Castleview Partners’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	–	Sell	-52	Closed	-$5.87K	–	639
2024 Q2	$5.87K	Hold	52	–	–	﹤0.01%	608
2024 Q1	$5.64K	Hold	52	–	–	﹤0.01%	615
2023 Q4	$4.58K	Hold	52	–	–	﹤0.01%	590
2023 Q3	$4.59K	Hold	52	–	–	﹤0.01%	495
2023 Q2	$4.33K	Hold	52	–	–	﹤0.01%	527
2023 Q1	$3.68K	Hold	52	–	–	﹤0.01%	522
2022 Q4	$3.34K	Hold	52	–	–	﹤0.01%	480
2022 Q3	$3K	Buy	52 +44	+550%	+$2.83K	﹤0.01%	491
2022 Q2	$229	Sell	8 -44	-85%	-$2.8K	﹤0.01%	740
2022 Q1	$3K	Buy	+52	New	+$3.26K	﹤0.01%	608
2021 Q2	$3K	Buy	+52	New	+$3.17K	﹤0.01%	827

Other funds holding DXJ

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Castleview Partners's DXJ Position: Q3 2024 in Review

Castleview Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 52 shares — an estimated $5.87K sold.

Castleview Partners first reported a position in DXJ in Q2 2021 and held it in 11 quarters. The position peaked at $5.87K in Q2 2024. 290 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Castleview Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 52 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $5.87K.
Castleview Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2021 and held it in 11 quarters.
Castleview Partners's WisdomTree Japan Hedged Equity Fund position peaked at $5.87K in Q2 2024.
290 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.