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

Choate Investment 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
2023
Q2 		– Sell
-832
Closed -$58.8K – 350
2023
Q1 		$58.8K Sell
832
-340
-29% -$23.3K ﹤0.01% 291
2022
Q4 		$75.3K Buy
+1,172
New +$77.2K ﹤0.01% 294
2022
Q1 		– Sell
-3,532
Closed -$221K – 364
2021
Q4 		$221K Sell
3,532
-5,510
-61% -$346K 0.01% 270
2021
Q3 		$571K Buy
+9,042
New +$557K 0.04% 168
2019
Q2 		– Sell
-15,299
Closed -$774K – 230
2019
Q1 		$774K Sell
15,299
-11,855
-44% -$591K 0.05% 129
2018
Q4 		$1.26M Sell
27,154
-40,716
-60% -$2.12M 0.08% 88
2018
Q3 		$3.93M Sell
67,870
-193,347
-74% -$10.6M 0.22% 46
2018
Q2 		$14.1M Sell
261,217
-579,705
-69% -$32.8M 0.82% 17
2018
Q1 		$47.1M Sell
840,922
-226,608
-21% -$13.2M 2.52% 7
2017
Q4 		$63.3M Buy
1,067,530
+322,972
+43% +$18.6M 3.24% 7
2017
Q3 		$40.7M Buy
744,558
+164,923
+28% +$8.65M 2.2% 11
2017
Q2 		$30.1M Buy
579,635
+332,567
+135% +$17M 1.7% 11
2017
Q1 		$12.5M Buy
247,068
+242,823
+5,720% +$12.4M 0.73% 23
2016
Q4 		$210K Sell
4,245
-625
-13% -$29.4K 0.01% 232
2016
Q3 		$209K Buy
+4,870
New +$202K 0.01% 228
2016
Q1 		– Sell
-36,645
Closed -$1.8M – 255
2015
Q4 		$1.8M Buy
36,645
+6,759
+23% +$360K 0.13% 87
2015
Q3 		$1.45M Sell
29,886
-5,125
-15% -$277K 0.1% 84
2015
Q2 		$2M Sell
35,011
-35
-0.1% -$2.03K 0.12% 75
2015
Q1 		$1.93M Sell
35,046
-1,599
-4% -$83.3K 0.11% 80
2014
Q4 		$1.8M Buy
36,645
+6,310
+21% +$329K 0.11% 86
2014
Q3 		$1.59M Buy
+30,335
New +$1.53M 0.1% 90
2013
Q3 		– Sell
-7,107
Closed -$324K – 251
2013
Q2 		$324K Buy
+7,107
New +$332K 0.03% 206

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Choate Investment Advisors's DXJ Position: Q2 2023 in Review

Choate Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2023, closing a stake of 832 shares — an estimated $58.8K sold.

Choate Investment Advisors first reported a position in DXJ in Q2 2013 and held it in 22 quarters. The position peaked at $63.3M in Q4 2017. 229 funds tracked by Wall St. Rank hold DXJ as of Q2 2023.

  • Choate Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 832 WisdomTree Japan Hedged Equity Fund shares in Q2 2023, an estimated $58.8K.
  • Choate Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 22 quarters.
  • Choate Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $63.3M in Q4 2017.
  • 229 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2023.

Based on Choate Investment Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.