Householder Group Estate & Retirement Specialist’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-37	Closed	-$3K	–	714
2024 Q3	$3K	Hold	37	–	–	﹤0.01%	982
2024 Q2	$4K	Hold	37	–	–	﹤0.01%	956
2024 Q1	$4.01K	Hold	37	–	–	﹤0.01%	963
2023 Q4	$3K	Hold	37	–	–	﹤0.01%	942
2023 Q3	$3.27K	Buy	+37	New	+$3.15K	﹤0.01%	1002
2023 Q1	$3K	Buy	+37	New	+$2.54K	﹤0.01%	1025
2022 Q4	–	Sell	-37	Closed	-$2K	–	508
2022 Q3	$2K	Buy	+37	New	+$2.38K	﹤0.01%	951

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DXJ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2024, closing a stake of 37 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in DXJ in Q3 2022 and held it in 7 quarters. The position peaked at $4.01K in Q1 2024. 327 funds tracked by Wall St. Rank hold DXJ as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 37 WisdomTree Japan Hedged Equity Fund shares in Q4 2024, an estimated $3K.
Householder Group Estate & Retirement Specialist first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's WisdomTree Japan Hedged Equity Fund position peaked at $4.01K in Q1 2024.
327 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.