DB Wealth Management Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

DB Wealth Management Group’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	$158K	Hold	1,799	–	–	0.09%	96
2023 Q3	$159K	Hold	1,799	–	–	0.1%	92
2023 Q2	$150K	Hold	1,799	–	–	0.09%	91
2023 Q1	$127K	Hold	1,799	–	–	0.08%	98
2022 Q4	$116K	Hold	1,799	–	–	0.07%	102
2022 Q3	$111K	Hold	1,799	–	–	0.08%	101
2022 Q2	$112K	Hold	1,799	–	–	0.08%	104
2022 Q1	$115K	Hold	1,799	–	–	0.07%	112
2021 Q4	$113K	Hold	1,799	–	–	0.07%	108
2021 Q3	$114K	Hold	1,799	–	–	0.07%	109
2021 Q2	$110K	Hold	1,799	–	–	0.07%	111
2021 Q1	$110K	Sell	1,799 -423	-19%	-$24.7K	0.08%	108
2020 Q4	$121K	Buy	+2,222	New	+$115K	0.09%	103

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

DB Wealth Management Group's DXJ Position: Q4 2023 in Review

DB Wealth Management Group held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q4 2023 at 1,799 shares worth $158K. The position accounts for 0.09% of the portfolio, ranked #96.

DB Wealth Management Group first reported a position in DXJ in Q4 2020 and has held it in 13 quarters since. The position peaked at $159K in Q3 2023. 253 funds tracked by Wall St. Rank hold DXJ as of Q4 2023.

DB Wealth Management Group held 1,799 shares of WisdomTree Japan Hedged Equity Fund worth $158K as of Q4 2023.
DB Wealth Management Group left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q4 2023.
WisdomTree Japan Hedged Equity Fund made up 0.09% of DB Wealth Management Group's portfolio in Q4 2023, its #96 holding.
DB Wealth Management Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's WisdomTree Japan Hedged Equity Fund position peaked at $159K in Q3 2023.
253 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.