Lake Street Advisors Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Lake Street Advisors Group’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	$2.12M	Buy	19,221 +485	+3%	+$53.1K	0.1%	129
2024 Q3	$1.99M	Buy	18,736 +24	+0.1%	+$2.55K	0.09%	127
2024 Q2	$2.11M	Sell	18,712 -40,683	-68%	-$4.42M	0.1%	126
2024 Q1	$6.44M	Sell	59,395 -1,047	-2%	-$104K	0.3%	55
2023 Q4	$5.32M	Sell	60,442 -3,302	-5%	-$292K	0.27%	56
2023 Q3	$5.63M	Sell	63,744 -1,786	-3%	-$152K	0.33%	52
2023 Q2	$5.46M	Sell	65,530 -1,503	-2%	-$114K	0.3%	51
2023 Q1	$4.74M	Sell	67,033 -905	-1%	-$62.1K	0.29%	54
2022 Q4	$4.37M	Buy	67,938 +1,093	+2%	+$72K	0.29%	56
2022 Q3	$4.12M	Buy	66,845 +140	+0.2%	+$9.01K	0.3%	54
2022 Q2	$4.16M	Buy	66,705 +788	+1%	+$50.2K	0.3%	50
2022 Q1	$4.22M	Hold	65,917	–	–	0.27%	55
2021 Q4	$4.12M	Buy	+65,917	New	+$4.14M	0.26%	60

Other funds holding DXJ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Lake Street Advisors Group's DXJ Position: Q4 2024 in Review

Lake Street Advisors Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2.6% in Q4 2024, buying an estimated $53.1K and bringing the position to 19,221 shares worth $2.12M. The position accounts for 0.1% of the portfolio, ranked #129.

Lake Street Advisors Group first reported a position in DXJ in Q4 2021 and has held it in 13 quarters since. The position peaked at $6.44M in Q1 2024. 327 funds tracked by Wall St. Rank hold DXJ as of Q4 2024.

Lake Street Advisors Group held 19,221 shares of WisdomTree Japan Hedged Equity Fund worth $2.12M as of Q4 2024.
Lake Street Advisors Group bought 485 WisdomTree Japan Hedged Equity Fund shares in Q4 2024, an estimated $53.1K.
WisdomTree Japan Hedged Equity Fund made up 0.1% of Lake Street Advisors Group's portfolio in Q4 2024, its #129 holding.
Lake Street Advisors Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2021 and has held it in 13 quarters since.
Lake Street Advisors Group's WisdomTree Japan Hedged Equity Fund position peaked at $6.44M in Q1 2024.
327 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.