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

Founders Financial Securities’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	-18,050	Closed	-$1.59M	–	373
2023 Q3	$1.59M	Buy	+18,050	New	+$1.54M	0.21%	91
2020 Q1	–	Sell	-68,367	Closed	-$3.68M	–	130
2019 Q4	$3.68M	Buy	+68,367	New	+$3.65M	1.24%	24
2018 Q1	–	Sell	-113,788	Closed	-$6.75M	–	102
2017 Q4	$6.75M	Buy	+113,788	New	+$6.57M	2.25%	14
2016 Q4	–	Sell	-122,040	Closed	-$5.24M	–	86
2016 Q3	$5.24M	Buy	+122,040	New	+$5.07M	2.24%	17
2015 Q1	–	Sell	-45,229	Closed	-$2.23M	–	79
2014 Q4	$2.23M	Sell	45,229 -46,708	-51%	-$2.44M	1.33%	26
2014 Q3	$4.81M	Buy	+91,937	New	+$4.63M	3.1%	9

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Founders Financial Securities's DXJ Position: Q4 2023 in Review

Founders Financial Securities sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2023, closing a stake of 18,050 shares — an estimated $1.59M sold.

Founders Financial Securities first reported a position in DXJ in Q3 2014 and held it in 6 quarters. The position peaked at $6.75M in Q4 2017. 253 funds tracked by Wall St. Rank hold DXJ as of Q4 2023.

Founders Financial Securities reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
Founders Financial Securities sold 18,050 WisdomTree Japan Hedged Equity Fund shares in Q4 2023, an estimated $1.59M.
Founders Financial Securities first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2014 and held it in 6 quarters.
Founders Financial Securities's WisdomTree Japan Hedged Equity Fund position peaked at $6.75M in Q4 2017.
253 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2023.

Based on Founders Financial Securities's 13F filing for Q4 2023, filed 6 Feb 2024.