Guardian Capital Advisors (Canada)’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Guardian Capital Advisors (Canada)’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	$435K	Hold	4,092	–	–	0.04%	137
2024 Q2	$481K	Buy	4,092 +1,282	+46%	+$139K	0.05%	131
2024 Q1	$297K	Sell	2,810 -98,540	-97%	-$9.82M	0.03%	147
2023 Q4	$9.24M	Buy	101,350 +15,090	+17%	+$1.33M	0.96%	35
2023 Q3	$7.55M	Buy	+86,260	New	+$7.35M	0.85%	39

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

Guardian Capital Advisors (Canada)'s DXJ Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q3 2024 at 4,092 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #137.

Guardian Capital Advisors (Canada) first reported a position in DXJ in Q3 2023 and has held it in 5 quarters since. The position peaked at $9.24M in Q4 2023. 290 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Guardian Capital Advisors (Canada) held 4,092 shares of WisdomTree Japan Hedged Equity Fund worth $435K as of Q3 2024.
Guardian Capital Advisors (Canada) left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q3 2024.
WisdomTree Japan Hedged Equity Fund made up 0.04% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #137 holding.
Guardian Capital Advisors (Canada) first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and has held it in 5 quarters since.
Guardian Capital Advisors (Canada)'s WisdomTree Japan Hedged Equity Fund position peaked at $9.24M in Q4 2023.
290 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.