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

Cumberland 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
Q3 		– Sell
-37,005
Closed -$1.39M – 50
2024
Q2 		$1.39M Sell
37,005
-555
-1% -$20.1K 0.57% 34
2024
Q1 		$1.36M Buy
+37,560
New +$1.25M 0.51% 38
2017
Q2 		– Sell
-321,417
Closed -$5.42M – 47
2017
Q1 		$5.42M Buy
321,417
+51,720
+19% +$879K 3.4% 11
2016
Q4 		$4.45M Sell
269,697
-244,620
-48% -$3.83M 3.17% 11
2016
Q3 		$7.36M Sell
514,317
-3,420
-0.7% -$47.4K 4.1% 7
2016
Q2 		$6.69M Sell
517,737
-16,410
-3% -$231K 4.12% 11
2016
Q1 		$7.78M Sell
534,147
-210
-0% -$3.09K 5.36% 7
2015
Q4 		$8.92M Sell
534,357
-4,920
-0.9% -$87.3K 5.28% 6
2015
Q3 		$8.75M Sell
539,277
-42,483
-7% -$766K 5.44% 4
2015
Q2 		$11.1M Buy
581,760
+39,645
+7% +$766K 5.86% 6
2015
Q1 		$9.96M Buy
542,115
+22,710
+4% +$394K 5.16% 6
2014
Q4 		$8.52M Sell
519,405
-22,125
-4% -$385K 4.96% 5
2014
Q3 		$9.44M Buy
541,530
+23,490
+5% +$394K 6.23% 5
2014
Q2 		$8.52M Sell
518,040
-231,330
-31% -$3.65M 5.45% 5
2014
Q1 		$11.8M Sell
749,370
-303,240
-29% -$4.81M 6.79% 3
2013
Q4 		$17.8M Sell
1,052,610
-28,830
-3% -$467K 9.95% 2
2013
Q3 		$17.3M Buy
1,081,440
+169,155
+19% +$2.64M 10.23% 3
2013
Q2 		$13.9M Buy
+912,285
New +$14.2M 7.57% 1

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cumberland Advisors's DXJ Position: Q3 2024 in Review

Cumberland Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 37,005 shares — an estimated $1.39M sold.

Cumberland Advisors first reported a position in DXJ in Q2 2013 and held it in 18 quarters. The position peaked at $17.8M in Q4 2013. 290 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

  • Cumberland Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Cumberland Advisors sold 37,005 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $1.39M.
  • Cumberland Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 18 quarters.
  • Cumberland Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $17.8M in Q4 2013.
  • 290 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Cumberland Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.