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

Colonial Trust 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
Q2 		– Sell
-169
Closed -$18.3K – 838
2024
Q1 		$18.3K Buy
+169
New +$16.9K ﹤0.01% 493

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Colonial Trust Advisors's DXJ Position: Q2 2024 in Review

Colonial Trust Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2024, closing a stake of 169 shares — an estimated $18.3K sold.

Colonial Trust Advisors first reported a position in DXJ in Q1 2024 and held it in 1 quarter. The position peaked at $18.3K in Q1 2024. 318 funds tracked by Wall St. Rank hold DXJ as of Q2 2024.

  • Colonial Trust Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 169 WisdomTree Japan Hedged Equity Fund shares in Q2 2024, an estimated $18.3K.
  • Colonial Trust Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $18.3K in Q1 2024.
  • 318 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.