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H.L. Ormond & Company’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

H.L. Ormond & Company’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
2022
Q3 		$740K Sell
11,998
-1,009
-8% -$64.9K 1.19% 40
2022
Q2 		$812K Buy
+13,007
New +$828K 1.31% 27

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

H.L. Ormond & Company's DXJ Position: Q3 2022 in Review

H.L. Ormond & Company reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 7.8% in Q3 2022, selling an estimated $64.9K and leaving 11,998 shares worth $740K. The position accounts for 1.19% of the portfolio, ranked #40.

H.L. Ormond & Company first reported a position in DXJ in Q2 2022 and has held it in 2 quarters since. The position peaked at $812K in Q2 2022. 197 funds tracked by Wall St. Rank hold DXJ as of Q3 2022.

  • H.L. Ormond & Company held 11,998 shares of WisdomTree Japan Hedged Equity Fund worth $740K as of Q3 2022.
  • H.L. Ormond & Company sold 1,009 WisdomTree Japan Hedged Equity Fund shares in Q3 2022, an estimated $64.9K.
  • WisdomTree Japan Hedged Equity Fund made up 1.19% of H.L. Ormond & Company's portfolio in Q3 2022, its #40 holding.
  • H.L. Ormond & Company first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2022 and has held it in 2 quarters since.
  • H.L. Ormond & Company's WisdomTree Japan Hedged Equity Fund position peaked at $812K in Q2 2022.
  • 197 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.