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HeadInvest LLC’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-630
Closed -$18.4K – 348
2023
Q3 		$18.4K Buy
+630
New +$17.9K ﹤0.01% 476

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

HeadInvest LLC's DXJ Position: Q4 2023 in Review

HeadInvest LLC sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2023, closing a stake of 630 shares — an estimated $18.4K sold.

HeadInvest LLC first reported a position in DXJ in Q3 2023 and held it in 1 quarter. The position peaked at $18.4K in Q3 2023. 252 funds tracked by Wall St. Rank hold DXJ as of Q4 2023.

  • HeadInvest LLC reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 630 WisdomTree Japan Hedged Equity Fund shares in Q4 2023, an estimated $18.4K.
  • HeadInvest LLC first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's WisdomTree Japan Hedged Equity Fund position peaked at $18.4K in Q3 2023.
  • 252 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.