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

Kenfarb & 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
2023 Q3	$2.65K	Hold	30	–	–	﹤0.01%	210
2023 Q2	$2.5K	Hold	30	–	–	﹤0.01%	211
2023 Q1	$2.12K	Hold	30	–	–	﹤0.01%	213
2022 Q4	$1.93K	Hold	30	–	–	﹤0.01%	227
2022 Q3	$2K	Buy	+30	New	+$1.93K	﹤0.01%	229

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kenfarb & Co's DXJ Position: Q3 2023 in Review

Kenfarb & Co held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q3 2023 at 30 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Kenfarb & Co first reported a position in DXJ in Q3 2022 and has held it in 5 quarters since. 255 funds tracked by Wall St. Rank hold DXJ as of Q3 2023.

Kenfarb & Co held 30 shares of WisdomTree Japan Hedged Equity Fund worth $2.65K as of Q3 2023.
Kenfarb & Co left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q3 2023.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Kenfarb & Co's portfolio in Q3 2023, its #210 holding.
Kenfarb & Co first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2022 and has held it in 5 quarters since.
255 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.