Concourse Financial Group Securities’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-80	Closed	-$8.76K	–	555
2024 Q4	$8.76K	Buy	80 +5	+7%	+$547	﹤0.01%	1750
2024 Q3	$7.95K	Buy	75 +4	+6%	+$425	﹤0.01%	1754
2024 Q2	$8.01K	Buy	+71	New	+$7.71K	﹤0.01%	1752
2023 Q4	–	Sell	-41	Closed	-$3.62K	–	2307
2023 Q3	$3.62K	Hold	41	–	–	﹤0.01%	1892
2023 Q2	$3.41K	Buy	+41	New	+$3.12K	﹤0.01%	1922
2020 Q2	–	Sell	-1,939	Closed	-$88.2K	–	2115
2020 Q1	$82K	Sell	1,939 -750	-28%	-$36.9K	0.01%	724
2019 Q4	$145K	Buy	+2,689	New	+$144K	0.01%	593
2019 Q3	–	Sell	-3,855	Closed	-$187K	–	1845
2019 Q2	$188K	Sell	3,855 -64	-2%	-$3.19K	0.02%	486
2019 Q1	$197K	Buy	3,919 +1,179	+43%	+$58.7K	0.02%	478
2018 Q4	$127K	Buy	+2,740	New	+$143K	0.02%	565

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Concourse Financial Group Securities's DXJ Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 80 shares — an estimated $8.76K sold.

Concourse Financial Group Securities first reported a position in DXJ in Q4 2018 and held it in 10 quarters. The position peaked at $197K in Q1 2019. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

Concourse Financial Group Securities reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 80 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $8.76K.
Concourse Financial Group Securities first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2018 and held it in 10 quarters.
Concourse Financial Group Securities's WisdomTree Japan Hedged Equity Fund position peaked at $197K in Q1 2019.
323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.