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

Friedenthal Financial’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	-1,113	Closed	-$126K	–	250
2024 Q2	$126K	Buy	+1,113	New	+$121K	0.08%	115
2022 Q4	–	Sell	-85,710	Closed	-$5.29M	–	106
2022 Q3	$5.29M	Sell	85,710 -892	-1%	-$57.4K	3.68%	5
2022 Q2	$5.41M	Buy	+86,602	New	+$5.51M	3.55%	8
2017 Q4	–	Sell	-72,368	Closed	-$3.96M	–	59
2017 Q3	$3.96M	Sell	72,368 -10,773	-13%	-$565K	3.56%	12
2017 Q2	$4.32M	Buy	+83,141	New	+$4.25M	4.01%	6
2015 Q3	–	Sell	-120,804	Closed	-$6.91M	–	40
2015 Q2	$6.91M	Sell	120,804 -971	-0.8%	-$56.3K	5.99%	7
2015 Q1	$6.71M	Buy	+121,775	New	+$6.34M	5.68%	11

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Friedenthal Financial's DXJ Position: Q3 2024 in Review

Friedenthal Financial sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 1,113 shares — an estimated $126K sold.

Friedenthal Financial first reported a position in DXJ in Q1 2015 and held it in 7 quarters. The position peaked at $6.91M in Q2 2015. 290 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Friedenthal Financial reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Friedenthal Financial sold 1,113 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $126K.
Friedenthal Financial first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2015 and held it in 7 quarters.
Friedenthal Financial's WisdomTree Japan Hedged Equity Fund position peaked at $6.91M in Q2 2015.
290 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Friedenthal Financial's 13F filing for Q3 2024, filed 17 Oct 2024.