Cetera Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Cetera Advisors’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 Q1	$20.7M	Buy	190,842 +183,090	+2,362%	+$18.3M	0.16%	125
2023 Q4	$682K	Sell	7,752 -3,715	-32%	-$328K	0.01%	954
2023 Q3	$1.01M	Buy	11,467 +8,249	+256%	+$703K	0.02%	722
2023 Q2	$268K	Buy	+3,218	New	+$245K	﹤0.01%	1360
2016 Q3	–	Sell	-10,112	Closed	-$394K	–	788
2016 Q2	$394K	Sell	10,112 -4,118	-29%	-$174K	0.03%	489
2016 Q1	$621K	Sell	14,230 -2,466	-15%	-$109K	0.05%	350
2015 Q4	$835K	Sell	16,696 -34,590	-67%	-$1.84M	0.07%	298
2015 Q3	$2.5M	Sell	51,286 -1,268	-2%	-$68.6K	0.24%	103
2015 Q2	$3M	Buy	52,554 +22,360	+74%	+$1.3M	0.26%	104
2015 Q1	$1.67M	Buy	+30,194	New	+$1.57M	0.15%	160
2013 Q3	–	Sell	-17,466	Closed	-$798K	–	454
2013 Q2	$798K	Buy	+17,466	New	+$816K	0.17%	158

Other funds holding DXJ

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

Cetera Advisors's DXJ Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2,362% in Q1 2024, buying an estimated $18.3M and bringing the position to 190,842 shares worth $20.7M. The position accounts for 0.16% of the portfolio, ranked #125.

Cetera Advisors first reported a position in DXJ in Q2 2013 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold DXJ as of Q1 2024.

Cetera Advisors held 190,842 shares of WisdomTree Japan Hedged Equity Fund worth $20.7M as of Q1 2024.
Cetera Advisors bought 183,090 WisdomTree Japan Hedged Equity Fund shares in Q1 2024, an estimated $18.3M.
WisdomTree Japan Hedged Equity Fund made up 0.16% of Cetera Advisors's portfolio in Q1 2024, its #125 holding.
Cetera Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 11 quarters since.
305 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.