IHT Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

IHT Wealth Management’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 Q3	–	Sell	-6,981	Closed	-$263K	–	1156
2024 Q2	$263K	Sell	6,981 -228	-3%	-$8.26K	0.01%	844
2024 Q1	$261K	Buy	+7,209	New	+$240K	0.01%	846
2018 Q4	–	Sell	-13,179	Closed	-$255K	–	485
2018 Q3	$255K	Sell	13,179 -252	-2%	-$4.61K	0.06%	354
2018 Q2	$242K	Buy	13,431 +510	+4%	+$9.62K	0.06%	345
2018 Q1	$236K	Sell	12,921 -255	-2%	-$4.95K	0.06%	322
2017 Q4	$272K	Sell	13,176 -3,156	-19%	-$60.7K	0.07%	302
2017 Q3	$300K	Sell	16,332 -1,611	-9%	-$28.2K	0.13%	182
2017 Q2	$10K	Buy	17,943 +6,312	+54%	+$108K	﹤0.01%	972
2017 Q1	$193K	Buy	11,631 +549	+5%	+$9.33K	0.13%	183
2016 Q4	$186K	Buy	+11,082	New	+$173K	0.14%	174

Other funds holding DXJ

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IHT Wealth Management's DXJ Position: Q3 2024 in Review

IHT Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 6,981 shares — an estimated $263K sold.

IHT Wealth Management first reported a position in DXJ in Q4 2016 and held it in 10 quarters. The position peaked at $300K in Q3 2017. 290 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

IHT Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
IHT Wealth Management sold 6,981 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $263K.
IHT Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and held it in 10 quarters.
IHT Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $300K in Q3 2017.
290 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on IHT Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.