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 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

DHK Financial Advisors's DXJ Position: Q2 2024 in Review

DHK Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2024, closing a stake of 10,606 shares — an estimated $1.15M sold.

DHK Financial Advisors first reported a position in DXJ in Q4 2021 and held it in 10 quarters. The position peaked at $1.15M in Q1 2024. 318 funds tracked by Wall St. Rank hold DXJ as of Q2 2024.

DHK Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
DHK Financial Advisors sold 10,606 WisdomTree Japan Hedged Equity Fund shares in Q2 2024, an estimated $1.15M.
DHK Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2021 and held it in 10 quarters.
DHK Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1.15M in Q1 2024.
318 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.