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Gratus Capital’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Gratus Capital’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
Q2 		$226K Sell
2,000
-1,388
-41% -$151K 0.01% 336
2024
Q1 		$368K Buy
+3,388
New +$338K 0.02% 259

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Gratus Capital's DXJ Position: Q2 2024 in Review

Gratus Capital reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 41% in Q2 2024, selling an estimated $151K and leaving 2,000 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #336.

Gratus Capital first reported a position in DXJ in Q1 2024 and has held it in 2 quarters since. The position peaked at $368K in Q1 2024. 318 funds tracked by Wall St. Rank hold DXJ as of Q2 2024.

  • Gratus Capital held 2,000 shares of WisdomTree Japan Hedged Equity Fund worth $226K as of Q2 2024.
  • Gratus Capital sold 1,388 WisdomTree Japan Hedged Equity Fund shares in Q2 2024, an estimated $151K.
  • WisdomTree Japan Hedged Equity Fund made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #336 holding.
  • Gratus Capital first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and has held it in 2 quarters since.
  • Gratus Capital's WisdomTree Japan Hedged Equity Fund position peaked at $368K in Q1 2024.
  • 318 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.