Colton Groome Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Colton Groome Financial 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 Q4	–	Sell	-2,553	Closed	-$225K	–	124
2023 Q3	$225K	Buy	+2,553	New	+$218K	0.11%	104
2020 Q1	–	Sell	-51,666	Closed	-$2.78M	–	65
2019 Q4	$2.78M	Buy	51,666 +20,068	+64%	+$1.07M	1.99%	18
2019 Q3	$1.72M	Buy	+31,598	New	+$1.53M	1.27%	22

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Colton Groome Financial Advisors's DXJ Position: Q4 2023 in Review

Colton Groome Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2023, closing a stake of 2,553 shares — an estimated $225K sold.

Colton Groome Financial Advisors first reported a position in DXJ in Q3 2019 and held it in 3 quarters. The position peaked at $2.78M in Q4 2019. 253 funds tracked by Wall St. Rank hold DXJ as of Q4 2023.

Colton Groome Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 2,553 WisdomTree Japan Hedged Equity Fund shares in Q4 2023, an estimated $225K.
Colton Groome Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2019 and held it in 3 quarters.
Colton Groome Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $2.78M in Q4 2019.
253 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.