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

KWB Wealth’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	-4,098	Closed	-$462K	–	146
2024 Q3	$462K	Buy	4,098 +164	+4%	+$17.4K	0.06%	81
2024 Q2	$427K	Hold	3,934	–	–	0.06%	83
2024 Q1	$427K	Buy	3,934 +196	+5%	+$19.5K	0.06%	84
2023 Q4	$329K	Buy	+3,738	New	+$330K	0.05%	103

Other funds holding DXJ

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

KWB Wealth's DXJ Position: Q4 2024 in Review

KWB Wealth sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2024, closing a stake of 4,098 shares — an estimated $462K sold.

KWB Wealth first reported a position in DXJ in Q4 2023 and held it in 4 quarters. The position peaked at $462K in Q3 2024. 327 funds tracked by Wall St. Rank hold DXJ as of Q4 2024.

KWB Wealth reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
KWB Wealth sold 4,098 WisdomTree Japan Hedged Equity Fund shares in Q4 2024, an estimated $462K.
KWB Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 4 quarters.
KWB Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $462K in Q3 2024.
327 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2024.

Based on KWB Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.