EI
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Ellevest Inc’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Ellevest Inc’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
2022
Q3 		– Sell
-16
Closed -$1K – 1669
2022
Q2 		$1K Buy
+16
New +$1.02K ﹤0.01% 1240

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ellevest Inc's DXJ Position: Q3 2022 in Review

Ellevest Inc sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

Ellevest Inc first reported a position in DXJ in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 196 funds tracked by Wall St. Rank hold DXJ as of Q3 2022.

  • Ellevest Inc reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 16 WisdomTree Japan Hedged Equity Fund shares in Q3 2022, an estimated $1K.
  • Ellevest Inc first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2022 and held it in 1 quarter.
  • Ellevest Inc's WisdomTree Japan Hedged Equity Fund position peaked at $1K in Q2 2022.
  • 196 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.