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Heritage Wealth Management (Arizona)’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$1.8K Buy
84
+42
+100% +$922 ﹤0.01% 990
2022
Q3 		$1K Buy
+42
New +$901 ﹤0.01% 930

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DXJ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 100% in Q4 2022, buying an estimated $922 and bringing the position to 84 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Heritage Wealth Management (Arizona) first reported a position in DXJ in Q3 2022 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold DXJ as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 84 shares of WisdomTree Japan Hedged Equity Fund worth $1.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 42 WisdomTree Japan Hedged Equity Fund shares in Q4 2022, an estimated $922.
  • WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #990 holding.
  • Heritage Wealth Management (Arizona) first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2022 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.