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HM Payson & Co’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

HM Payson & Co’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 		– Sell
-71
Closed -$7.7K – 1005
2024
Q1 		$7.7K Buy
+71
New +$7.08K ﹤0.01% 845
2021
Q1 		– Sell
-300
Closed -$16K – 1135
2020
Q4 		$16K Hold
300
– – ﹤0.01% 805
2020
Q3 		$15K Buy
+300
New +$14.4K ﹤0.01% 778
2016
Q4 		– Sell
-5,000
Closed -$215K – 333
2016
Q3 		$215K Buy
+5,000
New +$208K 0.01% 298

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

HM Payson & Co's DXJ Position: Q2 2024 in Review

HM Payson & Co sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2024, closing a stake of 71 shares — an estimated $7.7K sold.

HM Payson & Co first reported a position in DXJ in Q3 2016 and held it in 4 quarters. The position peaked at $215K in Q3 2016. 318 funds tracked by Wall St. Rank hold DXJ as of Q2 2024.

  • HM Payson & Co reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
  • HM Payson & Co sold 71 WisdomTree Japan Hedged Equity Fund shares in Q2 2024, an estimated $7.7K.
  • HM Payson & Co first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2016 and held it in 4 quarters.
  • HM Payson & Co's WisdomTree Japan Hedged Equity Fund position peaked at $215K in Q3 2016.
  • 318 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2024.

Based on HM Payson & Co's 13F filing for Q2 2024, filed 13 Aug 2024.