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	-1,359	Closed	-$37.7K	–	1837
2023 Q2	$37.7K	Hold	1,359	–	–	﹤0.01%	563
2023 Q1	$32K	Hold	1,359	–	–	﹤0.01%	580
2022 Q4	$29.1K	Hold	1,359	–	–	﹤0.01%	605
2022 Q3	$28K	Hold	1,359	–	–	﹤0.01%	596
2022 Q2	$28K	Hold	1,359	–	–	﹤0.01%	572
2022 Q1	$29K	Hold	1,359	–	–	﹤0.01%	571
2021 Q4	$28K	Hold	1,359	–	–	﹤0.01%	592
2021 Q3	$29K	Buy	+1,359	New	+$27.9K	﹤0.01%	578
2015 Q3	–	Sell	-27	Closed	-$1K	–	619
2015 Q2	$1K	Sell	27 -3	-10%	-$58	﹤0.01%	563
2015 Q1	$1K	Buy	+30	New	+$521	﹤0.01%	575
2014 Q1	–	Sell	-81	Closed	-$1K	–	553
2013 Q4	$1K	Buy	+81	New	+$1.31K	﹤0.01%	541

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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

Gradient Investments's DXJ Position: Q3 2023 in Review

Gradient Investments sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2023, closing a stake of 1,359 shares — an estimated $37.7K sold.

Gradient Investments first reported a position in DXJ in Q4 2013 and held it in 11 quarters. The position peaked at $37.7K in Q2 2023. 254 funds tracked by Wall St. Rank hold DXJ as of Q3 2023.

Gradient Investments reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 1,359 WisdomTree Japan Hedged Equity Fund shares in Q3 2023, an estimated $37.7K.
Gradient Investments first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 11 quarters.
Gradient Investments's WisdomTree Japan Hedged Equity Fund position peaked at $37.7K in Q2 2023.
254 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.