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

Financial Management Professionals’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 Q3	–	Sell	-24,685	Closed	-$2.79M	–	952
2024 Q2	$2.79M	Sell	24,685 -281	-1%	-$30.5K	0.38%	33
2024 Q1	$2.71M	Sell	24,966 -2,468	-9%	-$246K	0.4%	36
2023 Q4	$2.41M	Sell	27,434 -2,080	-7%	-$184K	0.39%	40
2023 Q3	$2.6M	Sell	29,514 -2,146	-7%	-$183K	0.46%	37
2023 Q2	$2.64M	Buy	+31,660	New	+$2.41M	0.44%	40
2018 Q4	–	Sell	-34	Closed	-$2K	–	284
2018 Q3	$2K	Buy	+34	New	+$1.87K	﹤0.01%	241
2017 Q3	–	Sell	-13,519	Closed	-$702K	–	242
2017 Q2	$702K	Sell	13,519 -1,477	-10%	-$75.5K	0.32%	28
2017 Q1	$758K	Buy	+14,996	New	+$764K	0.39%	24
2016 Q1	–	Sell	-44,999	Closed	-$2.25M	–	249
2015 Q4	$2.25M	Buy	44,999 +7,856	+21%	+$418K	1.16%	24
2015 Q3	$1.81M	Sell	37,143 -22,000	-37%	-$1.19M	1.22%	22
2015 Q2	$3.38M	Buy	+59,143	New	+$3.43M	1.58%	15

Other funds holding DXJ

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Management Professionals's DXJ Position: Q3 2024 in Review

Financial Management Professionals sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 24,685 shares — an estimated $2.79M sold.

Financial Management Professionals first reported a position in DXJ in Q2 2015 and held it in 11 quarters. The position peaked at $3.38M in Q2 2015. 289 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Financial Management Professionals reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Financial Management Professionals sold 24,685 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $2.79M.
Financial Management Professionals first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and held it in 11 quarters.
Financial Management Professionals's WisdomTree Japan Hedged Equity Fund position peaked at $3.38M in Q2 2015.
289 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Financial Management Professionals's 13F filing for Q3 2024, filed 24 Oct 2024.