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

Lake Hills 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 Q1	–	Sell	-28,143	Closed	-$2.48M	–	48
2023 Q4	$2.48M	Buy	+28,143	New	+$2.49M	2.48%	16

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Lake Hills Wealth Management's DXJ Position: Q1 2024 in Review

Lake Hills Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2024, closing a stake of 28,143 shares — an estimated $2.48M sold.

Lake Hills Wealth Management first reported a position in DXJ in Q4 2023 and held it in 1 quarter. The position peaked at $2.48M in Q4 2023. 304 funds tracked by Wall St. Rank hold DXJ as of Q1 2024.

Lake Hills Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
Lake Hills Wealth Management sold 28,143 WisdomTree Japan Hedged Equity Fund shares in Q1 2024, an estimated $2.48M.
Lake Hills Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 1 quarter.
Lake Hills Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $2.48M in Q4 2023.
304 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2024.

Based on Lake Hills Wealth Management's 13F filing for Q1 2024, filed 5 Apr 2024.