Disciplined Investments’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Disciplined Investments’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 Q1	–	Sell	-20	Closed	-$1.29K	–	1686
2022 Q4	$1.29K	Hold	20	–	–	﹤0.01%	795
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	867
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	881
2022 Q1	$1K	Buy	+20	New	+$1.25K	﹤0.01%	938

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

Disciplined Investments's DXJ Position: Q1 2023 in Review

Disciplined Investments sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2023, closing a stake of 20 shares — an estimated $1.29K sold.

Disciplined Investments first reported a position in DXJ in Q1 2022 and held it in 4 quarters. The position peaked at $1.29K in Q4 2022. 191 funds tracked by Wall St. Rank hold DXJ as of Q1 2023.

Disciplined Investments reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2023 after selling out during the quarter.
Disciplined Investments sold 20 WisdomTree Japan Hedged Equity Fund shares in Q1 2023, an estimated $1.29K.
Disciplined Investments first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2022 and held it in 4 quarters.
Disciplined Investments's WisdomTree Japan Hedged Equity Fund position peaked at $1.29K in Q4 2022.
191 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.