Edge Capital Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Edge Capital 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
2024 Q4	$1.94M	Sell	37 -16,978	-100%	-$1.86M	0.09%	128
2024 Q3	$1.8M	Buy	17,015 +763	+5%	+$81K	0.08%	129
2024 Q2	$1.83M	Sell	16,252 -1,331	-8%	-$145K	0.09%	129
2024 Q1	$1.91M	Buy	+17,583	New	+$1.75M	0.09%	127

Other funds holding DXJ

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Edge Capital Group's DXJ Position: Q4 2024 in Review

Edge Capital Group reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 100% in Q4 2024, selling an estimated $1.86M and leaving 37 shares worth $1.94M. The position accounts for 0.09% of the portfolio, ranked #128.

Edge Capital Group first reported a position in DXJ in Q1 2024 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold DXJ as of Q4 2024.

Edge Capital Group held 37 shares of WisdomTree Japan Hedged Equity Fund worth $1.94M as of Q4 2024.
Edge Capital Group sold 16,978 WisdomTree Japan Hedged Equity Fund shares in Q4 2024, an estimated $1.86M.
WisdomTree Japan Hedged Equity Fund made up 0.09% of Edge Capital Group's portfolio in Q4 2024, its #128 holding.
Edge Capital Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and has held it in 4 quarters since.
327 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.