Lake Street Private Wealth’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Lake Street Private 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 Q3	–	Sell	-83,697	Closed	-$9.44M	–	277
2024 Q2	$9.44M	Buy	83,697 +2,361	+3%	+$256K	1.22%	13
2024 Q1	$8.83M	Buy	81,336 +19,293	+31%	+$1.92M	1.22%	14
2023 Q4	$5.46M	Buy	62,043 +544	+0.9%	+$48.1K	0.86%	22
2023 Q3	$5.53M	Sell	61,499 -4,453	-7%	-$380K	0.99%	21
2023 Q2	$5.49M	Buy	65,952 +1,414	+2%	+$108K	0.96%	21
2023 Q1	$4.56M	Buy	64,538 +2,096	+3%	+$144K	0.85%	28
2022 Q4	$4.01M	Sell	62,442 -1,149	-2%	-$75.7K	0.83%	29
2022 Q3	$3.92M	Buy	63,591 +514	+0.8%	+$33.1K	0.9%	23
2022 Q2	$3.94M	Buy	+63,077	New	+$4.01M	0.83%	28

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lake Street Private Wealth's DXJ Position: Q3 2024 in Review

Lake Street Private Wealth sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 83,697 shares — an estimated $9.44M sold.

Lake Street Private Wealth first reported a position in DXJ in Q2 2022 and held it in 9 quarters. The position peaked at $9.44M in Q2 2024. 290 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Lake Street Private Wealth reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Lake Street Private Wealth sold 83,697 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $9.44M.
Lake Street Private Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2022 and held it in 9 quarters.
Lake Street Private Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $9.44M in Q2 2024.
290 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.