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

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

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.