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Consolidated Planning Corp’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-291
Closed -$18K – 168
2021
Q3 		$18K Buy
+291
New +$17.9K 0.01% 253

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Consolidated Planning Corp's DXJ Position: Q4 2021 in Review

Consolidated Planning Corp sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2021, closing a stake of 291 shares — an estimated $18K sold.

Consolidated Planning Corp first reported a position in DXJ in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 193 funds tracked by Wall St. Rank hold DXJ as of Q4 2021.

  • Consolidated Planning Corp reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 291 WisdomTree Japan Hedged Equity Fund shares in Q4 2021, an estimated $18K.
  • Consolidated Planning Corp first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's WisdomTree Japan Hedged Equity Fund position peaked at $18K in Q3 2021.
  • 193 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.