Financial Gravity Asset Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-1	Closed	-$86	–	1515
2024 Q1	$86	Hold	1	–	–	﹤0.01%	978
2023 Q4	$124	Buy	+1	New	+$88	﹤0.01%	1078
2021 Q3	$63K	Hold	1	–	–	0.03%	480
2021 Q2	$61K	Buy	+1	New	+$61	0.02%	498
2020 Q4	$0	Buy	+1	New	+$52	﹤0.01%	522
2019 Q4	$54K	Sell	22 -1	-4%	-$53	0.04%	599
2019 Q3	$1K	Buy	23 +1	+5%	+$48	﹤0.01%	1011
2019 Q2	$1K	Buy	22 +12	+120%	+$598	﹤0.01%	1030
2019 Q1	$0	Buy	+10	New	+$498	﹤0.01%	1364
2018 Q3	$1K	Sell	11 -5	-31%	-$274	﹤0.01%	1112
2018 Q2	$1K	Buy	16 +4	+33%	+$226	﹤0.01%	1139
2018 Q1	$1K	Buy	+12	New	+$699	﹤0.01%	1111

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Financial Gravity Asset Management's DXJ Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2024, closing a stake of 1 share — an estimated $86 sold.

Financial Gravity Asset Management first reported a position in DXJ in Q1 2018 and held it in 12 quarters. The position peaked at $63K in Q3 2021. 319 funds tracked by Wall St. Rank hold DXJ as of Q2 2024.

Financial Gravity Asset Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 WisdomTree Japan Hedged Equity Fund share in Q2 2024, an estimated $86.
Financial Gravity Asset Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's WisdomTree Japan Hedged Equity Fund position peaked at $63K in Q3 2021.
319 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.