Envestnet Portfolio Solutions
DXJ icon

Envestnet Portfolio Solutions’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-7,857
Closed -$693K – 1544
2023
Q3 		$693K Buy
+7,857
New +$670K ﹤0.01% 855

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Envestnet Portfolio Solutions's DXJ Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2023, closing a stake of 7,857 shares — an estimated $693K sold.

Envestnet Portfolio Solutions first reported a position in DXJ in Q3 2023 and held it in 1 quarter. The position peaked at $693K in Q3 2023. 253 funds tracked by Wall St. Rank hold DXJ as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,857 WisdomTree Japan Hedged Equity Fund shares in Q4 2023, an estimated $693K.
  • Envestnet Portfolio Solutions first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's WisdomTree Japan Hedged Equity Fund position peaked at $693K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.