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

DHK Financial 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
Q2 		– Sell
-10,606
Closed -$1.15M – 78
2024
Q1 		$1.15M Buy
10,606
+30
+0.3% +$2.99K 0.81% 36
2023
Q4 		$930K Buy
10,576
+189
+2% +$16.7K 0.7% 36
2023
Q3 		$917K Buy
10,387
+2
+0% +$171 0.82% 31
2023
Q2 		$865K Buy
10,385
+96
+0.9% +$7.3K 0.74% 34
2023
Q1 		$728K Buy
10,289
+91
+0.9% +$6.24K 0.9% 26
2022
Q4 		$656K Buy
10,198
+164
+2% +$10.8K 0.91% 26
2022
Q3 		$619K Buy
10,034
+22
+0.2% +$1.42K 1.02% 25
2022
Q2 		$625K Buy
10,012
+120
+1% +$7.64K 0.6% 29
2022
Q1 		$633K Hold
9,892
– – 0.53% 29
2021
Q4 		$619K Buy
+9,892
New +$621K 0.58% 27

Other funds holding DXJ

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return