Cordasco Financial Network’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Cordasco Financial Network’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
2022 Q2	$55K	Hold	880	–	–	0.04%	181
2022 Q1	$56K	Hold	880	–	–	0.04%	182
2021 Q4	$55K	Hold	880	–	–	0.03%	187
2021 Q3	$56K	Hold	880	–	–	0.04%	176
2021 Q2	$54K	Hold	880	–	–	0.04%	186
2021 Q1	$54K	Hold	880	–	–	0.04%	174
2020 Q4	$48K	Hold	880	–	–	0.04%	166
2020 Q3	$43K	Hold	880	–	–	0.04%	174
2020 Q2	$41K	Hold	880	–	–	0.04%	162
2020 Q1	$37K	Hold	880	–	–	0.04%	150
2019 Q4	$47K	Hold	880	–	–	0.04%	144
2019 Q3	$44K	Hold	880	–	–	0.04%	147
2019 Q2	$43K	Hold	880	–	–	0.04%	146
2019 Q1	$45K	Hold	880	–	–	0.05%	145
2018 Q4	$41K	Sell	880 -100	-10%	-$5.22K	0.05%	136
2018 Q3	$57K	Hold	980	–	–	0.05%	122
2018 Q2	$53K	Buy	980 +100	+11%	+$5.66K	0.05%	126
2018 Q1	$49K	Hold	880	–	–	0.05%	119
2017 Q4	$52K	Hold	880	–	–	0.05%	112
2017 Q3	$48K	Hold	880	–	–	0.05%	115
2017 Q2	$46K	Hold	880	–	–	0.05%	113
2017 Q1	$45K	Hold	880	–	–	0.05%	115
2016 Q4	$44K	Sell	880 -1,520	-63%	-$71.4K	0.05%	116
2016 Q3	$93K	Hold	2,400	–	–	0.11%	94
2016 Q2	$93K	Sell	2,400 -900	-27%	-$38K	0.11%	94
2016 Q1	$144K	Sell	3,300 -3,010	-48%	-$133K	0.16%	77
2015 Q4	$316K	Sell	6,310 -3,160	-33%	-$168K	0.28%	55
2015 Q3	$461K	Sell	9,470 -1,240	-12%	-$67.1K	0.38%	47
2015 Q2	$613K	Buy	+10,710	New	+$621K	0.48%	39

Other funds holding DXJ

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cordasco Financial Network's DXJ Position: Q2 2022 in Review

Cordasco Financial Network held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2022 at 880 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #181.

Cordasco Financial Network first reported a position in DXJ in Q2 2015 and has held it in 29 quarters since. The position peaked at $613K in Q2 2015. 202 funds tracked by Wall St. Rank hold DXJ as of Q2 2022.

Cordasco Financial Network held 880 shares of WisdomTree Japan Hedged Equity Fund worth $55K as of Q2 2022.
Cordasco Financial Network left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2022.
WisdomTree Japan Hedged Equity Fund made up 0.04% of Cordasco Financial Network's portfolio in Q2 2022, its #181 holding.
Cordasco Financial Network first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and has held it in 29 quarters since.
Cordasco Financial Network's WisdomTree Japan Hedged Equity Fund position peaked at $613K in Q2 2015.
202 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.