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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
2024
Q4 		– Sell
-957
Closed -$102K – 485
2024
Q3 		$102K Sell
957
-150
-14% -$15.9K 0.05% 162
2024
Q2 		$125K Hold
1,107
– – 0.07% 130
2024
Q1 		$120K Buy
+1,107
New +$110K 0.08% 133

Other funds holding DXJ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DXJ Position: Q4 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2024, closing a stake of 957 shares — an estimated $102K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DXJ in Q1 2024 and held it in 3 quarters. The position peaked at $125K in Q2 2024. 327 funds tracked by Wall St. Rank hold DXJ as of Q4 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 957 WisdomTree Japan Hedged Equity Fund shares in Q4 2024, an estimated $102K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WisdomTree Japan Hedged Equity Fund position peaked at $125K in Q2 2024.
  • 327 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2024, filed 7 Aug 2026.