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Intercontinental Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		$1.35M Sell
48,579
-213
-0.4% -$5.4K 0.32% 64
2023
Q1 		$1.15M Sell
48,792
-4,857
-9% -$111K 0.29% 74
2022
Q4 		$1.15M Sell
53,649
-552
-1% -$12.1K 0.34% 62
2022
Q3 		$1.11M Hold
54,201
– – 0.35% 64
2022
Q2 		$1.13M Hold
54,201
– – 0.31% 69
2022
Q1 		$1.16M Sell
54,201
-1,578
-3% -$33K 0.26% 79
2021
Q4 		$1.16M Sell
55,779
-195
-0.3% -$4.08K 0.25% 82
2021
Q3 		$1.18M Hold
55,974
– – 0.27% 72
2021
Q2 		$1.14M Sell
55,974
-414
-0.7% -$8.4K 0.23% 87
2021
Q1 		$1.15M Sell
56,388
-30,990
-35% -$602K 0.25% 81
2020
Q4 		$1.58M Sell
87,378
-4,584
-5% -$78.9K 0.38% 42
2020
Q3 		$1.5M Sell
91,962
-384
-0.4% -$6.14K 0.44% 33
2020
Q2 		$1.45M Buy
92,346
+2,904
+3% +$44K 0.47% 33
2020
Q1 		$1.26M Buy
89,442
+29,739
+50% +$487K 0.66% 28
2019
Q4 		$1.08M Sell
59,703
-42,339
-41% -$753K 0.9% 20
2019
Q3 		$1.72M Sell
102,042
-155,715
-60% -$2.51M 1.06% 22
2019
Q2 		$4.18M Sell
257,757
-74,283
-22% -$1.23M 2.16% 7
2019
Q1 		$5.6M Sell
332,040
-24,864
-7% -$413K 2.78% 6
2018
Q4 		$5.52M Sell
356,904
-13,815
-4% -$240K 3.08% 6
2018
Q3 		$7.16M Buy
370,719
+5,838
+2% +$107K 3.59% 5
2018
Q2 		$6.57M Sell
364,881
-74,805
-17% -$1.41M 3.65% 5
2018
Q1 		$8.21M Buy
439,686
+7,866
+2% +$153K 4.76% 3
2017
Q4 		$8.54M Buy
431,820
+18,624
+5% +$358K 4.79% 3
2017
Q3 		$7.53M Buy
413,196
+18,795
+5% +$329K 4.6% 3
2017
Q2 		$6.84M Buy
394,401
+168,009
+74% +$2.86M 4.39% 3
2017
Q1 		$3.82M Buy
226,392
+18,147
+9% +$308K 2.29% 9
2016
Q4 		$3.44M Buy
208,245
+33,318
+19% +$522K 2.22% 12
2016
Q3 		$2.5M Buy
174,927
+10,344
+6% +$143K 1.78% 20
2016
Q2 		$2.13M Buy
164,583
+22,029
+15% +$310K 1.57% 21
2016
Q1 		$2.08M Buy
142,554
+23,931
+20% +$352K 1.56% 21
2015
Q4 		$1.98M Buy
+118,623
New +$2.1M 1.36% 22

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Intercontinental Wealth Advisors's DXJ Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.44% in Q2 2023, selling an estimated $5.4K and leaving 48,579 shares worth $1.35M. The position accounts for 0.32% of the portfolio, ranked #64.

Intercontinental Wealth Advisors first reported a position in DXJ in Q4 2015 and has held it in 31 quarters since. The position peaked at $8.54M in Q4 2017. 229 funds tracked by Wall St. Rank hold DXJ as of Q2 2023.

  • Intercontinental Wealth Advisors held 48,579 shares of WisdomTree Japan Hedged Equity Fund worth $1.35M as of Q2 2023.
  • Intercontinental Wealth Advisors sold 213 WisdomTree Japan Hedged Equity Fund shares in Q2 2023, an estimated $5.4K.
  • WisdomTree Japan Hedged Equity Fund made up 0.32% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #64 holding.
  • Intercontinental Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and has held it in 31 quarters since.
  • Intercontinental Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $8.54M in Q4 2017.
  • 229 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.