Gradient Investments’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Gradient Investments’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 Q3	–	Sell	-453	Closed	-$37.7K	–	1837
2023 Q2	$37.7K	Hold	453	–	–	﹤0.01%	563
2023 Q1	$32K	Hold	453	–	–	﹤0.01%	580
2022 Q4	$29.1K	Hold	453	–	–	﹤0.01%	605
2022 Q3	$28K	Hold	453	–	–	﹤0.01%	596
2022 Q2	$28K	Hold	453	–	–	﹤0.01%	572
2022 Q1	$29K	Hold	453	–	–	﹤0.01%	571
2021 Q4	$28K	Hold	453	–	–	﹤0.01%	592
2021 Q3	$29K	Buy	+453	New	+$27.9K	﹤0.01%	578
2015 Q3	–	Sell	-9	Closed	-$1K	–	619
2015 Q2	$1K	Sell	9 -1	-10%	-$58	﹤0.01%	563
2015 Q1	$1K	Buy	+10	New	+$521	﹤0.01%	575
2014 Q1	–	Sell	-27	Closed	-$1K	–	553
2013 Q4	$1K	Buy	+27	New	+$1.31K	﹤0.01%	541

Other funds holding DXJ

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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