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

Financial Advantage’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
Q4 		– Sell
-875
Closed -$53K – 61
2022
Q3 		$53K Buy
875
+86
+11% +$5.53K 0.05% 62
2022
Q2 		$49K Hold
789
– – 0.05% 70
2022
Q1 		$50K Hold
789
– – 0.04% 78
2021
Q4 		$49K Hold
789
– – 0.04% 77
2021
Q3 		$49K Buy
789
+122
+18% +$7.52K 0.04% 65
2021
Q2 		$40K Hold
667
– – 0.03% 71
2021
Q1 		$40K Sell
667
-369
-36% -$21.5K 0.03% 74
2020
Q4 		$56K Sell
1,036
-81,754
-99% -$4.22M 0.05% 59
2020
Q3 		$4.06M Sell
82,790
-26,283
-24% -$1.26M 3.85% 9
2020
Q2 		$5.13M Sell
109,073
-1,660
-1% -$75.5K 3.88% 8
2020
Q1 		$4.67M Sell
110,733
-2,283
-2% -$112K 4.08% 8
2019
Q4 		$6.08M Buy
113,016
+1,984
+2% +$106K 4.17% 10
2019
Q3 		$5.6M Buy
111,032
+569
+0.5% +$27.5K 3.82% 11
2019
Q2 		$5.38M Buy
110,463
+1,534
+1% +$76.5K 3.68% 11
2019
Q1 		$5.51M Buy
108,929
+665
+0.6% +$33.1K 3.93% 11
2018
Q4 		$5.02M Buy
108,264
+10,200
+10% +$532K 4.1% 8
2018
Q3 		$5.68M Sell
98,064
-9,300
-9% -$510K 4.29% 8
2018
Q2 		$5.79M Buy
107,364
+27,097
+34% +$1.53M 4.4% 7
2018
Q1 		$4.5M Buy
80,267
+41,181
+105% +$2.4M 3.6% 13
2017
Q4 		$2.32M Buy
39,086
+1,093
+3% +$63.1K 1.84% 21
2017
Q3 		$2.08M Buy
37,993
+1,017
+3% +$53.4K 1.69% 21
2017
Q2 		$1.92M Buy
36,976
+1,179
+3% +$60.3K 1.63% 22
2017
Q1 		$1.81M Buy
35,797
+3,785
+12% +$193K 1.53% 22
2016
Q4 		$1.59M Buy
+32,012
New +$1.5M 1.44% 22

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advantage's DXJ Position: Q4 2022 in Review

Financial Advantage sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2022, closing a stake of 875 shares — an estimated $53K sold.

Financial Advantage first reported a position in DXJ in Q4 2016 and held it in 24 quarters. The position peaked at $6.08M in Q4 2019. 197 funds tracked by Wall St. Rank hold DXJ as of Q4 2022.

  • Financial Advantage reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2022 after selling out during the quarter.
  • Financial Advantage sold 875 WisdomTree Japan Hedged Equity Fund shares in Q4 2022, an estimated $53K.
  • Financial Advantage first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and held it in 24 quarters.
  • Financial Advantage's WisdomTree Japan Hedged Equity Fund position peaked at $6.08M in Q4 2019.
  • 197 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2022.

Based on Financial Advantage's 13F filing for Q4 2022, filed 26 Jan 2023.