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

Centaurus 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
2024 Q3	–	Sell	-970	Closed	-$109K	–	844
2024 Q2	$109K	Sell	970 -22,448	-96%	-$2.44M	0.01%	768
2024 Q1	$2.54M	Buy	+23,418	New	+$2.33M	0.18%	129
2023 Q4	–	Sell	-17,969	Closed	-$1.59M	–	791
2023 Q3	$1.59M	Buy	+17,969	New	+$1.53M	0.14%	156
2018 Q3	–	Sell	-45	Closed	-$2K	–	906
2018 Q2	$2K	Buy	+45	New	+$2.55K	﹤0.01%	1999
2018 Q1	–	Sell	-13,489	Closed	-$800K	–	467
2017 Q4	$800K	Buy	+13,489	New	+$778K	0.21%	125

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

Centaurus Financial's DXJ Position: Q3 2024 in Review

Centaurus Financial sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 970 shares — an estimated $109K sold.

Centaurus Financial first reported a position in DXJ in Q4 2017 and held it in 5 quarters. The position peaked at $2.54M in Q1 2024. 289 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Centaurus Financial reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Centaurus Financial sold 970 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $109K.
Centaurus Financial first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 5 quarters.
Centaurus Financial's WisdomTree Japan Hedged Equity Fund position peaked at $2.54M in Q1 2024.
289 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Centaurus Financial's 13F filing for Q3 2024, filed 12 Nov 2024.