James Investment Research’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

James Investment Research’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	–	Sell	-2,298	Closed	-$54K	–	344
2023 Q1	$54K	Buy	+2,298	New	+$52.5K	0.01%	357
2022 Q4	–	Sell	-4,671	Closed	-$96K	–	584
2022 Q3	$96K	Sell	4,671 -498	-10%	-$10.7K	0.01%	308
2022 Q2	$108K	Buy	+5,169	New	+$110K	0.01%	302
2013 Q3	–	Sell	-1,752	Closed	-$27K	–	527
2013 Q2	$27K	Buy	+1,752	New	+$27.3K	﹤0.01%	392

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

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 Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

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

James Investment Research's DXJ Position: Q2 2023 in Review

James Investment Research sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2023, closing a stake of 2,298 shares — an estimated $54K sold.

James Investment Research first reported a position in DXJ in Q2 2013 and held it in 4 quarters. The position peaked at $108K in Q2 2022. 229 funds tracked by Wall St. Rank hold DXJ as of Q2 2023.

James Investment Research reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 2,298 WisdomTree Japan Hedged Equity Fund shares in Q2 2023, an estimated $54K.
James Investment Research first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 4 quarters.
James Investment Research's WisdomTree Japan Hedged Equity Fund position peaked at $108K in Q2 2022.
229 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.