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Leicht Financial Planning & Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Leicht Financial Planning & 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
2021
Q2 		– Sell
-74,956
Closed -$4.6M – 23
2021
Q1 		$4.6M Buy
+74,956
New +$4.37M 2.98% 14

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's DXJ Position: Q2 2021 in Review

Leicht Financial Planning & Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2021, closing a stake of 74,956 shares — an estimated $4.6M sold.

Leicht Financial Planning & Wealth Management first reported a position in DXJ in Q1 2021 and held it in 1 quarter. The position peaked at $4.6M in Q1 2021. 175 funds tracked by Wall St. Rank hold DXJ as of Q2 2021.

  • Leicht Financial Planning & Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 74,956 WisdomTree Japan Hedged Equity Fund shares in Q2 2021, an estimated $4.6M.
  • Leicht Financial Planning & Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2021 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $4.6M in Q1 2021.
  • 175 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2021.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2021, filed 23 Jul 2021.