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Freedom Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Freedom Investment 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
Q1 		– Sell
-3,370
Closed -$296K – 801
2023
Q4 		$296K Sell
3,370
-51
-1% -$4.51K 0.02% 601
2023
Q3 		$302K Sell
3,421
-19
-0.6% -$1.62K 0.04% 497
2023
Q2 		$286K Sell
3,440
-109
-3% -$8.29K 0.03% 556
2023
Q1 		$251K Sell
3,549
-81
-2% -$5.55K 0.03% 599
2022
Q4 		$233K Sell
3,630
-7
-0.2% -$461 0.03% 630
2022
Q3 		$224K Buy
3,637
+41
+1% +$2.64K 0.03% 642
2022
Q2 		$225K Sell
3,596
-69
-2% -$4.39K 0.02% 659
2022
Q1 		$235K Buy
3,665
+46
+1% +$2.89K 0.02% 686
2021
Q4 		$226K Sell
3,619
-148
-4% -$9.3K 0.02% 766
2021
Q3 		$238K Sell
3,767
-275
-7% -$16.9K 0.02% 704
2021
Q2 		$247K Sell
4,042
-140
-3% -$8.52K 0.02% 763
2021
Q1 		$256K Sell
4,182
-205
-5% -$12K 0.02% 710
2020
Q4 		$239K Sell
4,387
-176
-4% -$9.09K 0.03% 526
2020
Q3 		$224K Sell
4,563
-447
-9% -$21.4K 0.02% 481
2020
Q2 		$236K Sell
5,010
-587
-10% -$26.7K 0.03% 469
2020
Q1 		$301K Sell
5,597
-61
-1% -$3K 0.03% 495
2019
Q4 		$304K Sell
5,658
-266
-4% -$14.2K 0.03% 482
2019
Q3 		$299K Buy
5,924
+185
+3% +$8.95K 0.03% 509
2019
Q2 		$279K Buy
+5,739
New +$286K 0.02% 550

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Freedom Investment Management's DXJ Position: Q1 2024 in Review

Freedom Investment Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2024, closing a stake of 3,370 shares — an estimated $296K sold.

Freedom Investment Management first reported a position in DXJ in Q2 2019 and held it in 19 quarters. The position peaked at $304K in Q4 2019. 305 funds tracked by Wall St. Rank hold DXJ as of Q1 2024.

  • Freedom Investment Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 3,370 WisdomTree Japan Hedged Equity Fund shares in Q1 2024, an estimated $296K.
  • Freedom Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2019 and held it in 19 quarters.
  • Freedom Investment Management's WisdomTree Japan Hedged Equity Fund position peaked at $304K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.