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

Lenox Wealth Advisors’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
2022 Q1	$21K	Hold	334	–	–	﹤0.01%	368
2021 Q4	$21K	Buy	334 +6	+2%	+$377	﹤0.01%	383
2021 Q3	$21K	Hold	328	–	–	﹤0.01%	348
2021 Q2	$20K	Buy	+328	New	+$20K	﹤0.01%	359
2016 Q4	–	Sell	-995	Closed	-$43K	–	131
2016 Q3	$43K	Hold	995	–	–	0.01%	96
2016 Q2	$39K	Hold	995	–	–	0.01%	102
2016 Q1	$43K	Sell	995 -361	-27%	-$15.9K	0.01%	96
2015 Q4	$68K	Buy	+1,356	New	+$72.2K	0.02%	67
2014 Q1	–	Sell	-161	Closed	-$8K	–	229
2013 Q4	$8K	Sell	161 -488	-75%	-$23.7K	0.01%	191
2013 Q3	$31K	Buy	+649	New	+$30.4K	0.03%	47

Other funds holding DXJ

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

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

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

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Lenox Wealth Advisors's DXJ Position: Q1 2022 in Review

Lenox Wealth Advisors held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q1 2022 at 334 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Lenox Wealth Advisors first reported a position in DXJ in Q3 2013 and has held it in 10 quarters since. The position peaked at $68K in Q4 2015. 184 funds tracked by Wall St. Rank hold DXJ as of Q1 2022.

Lenox Wealth Advisors held 334 shares of WisdomTree Japan Hedged Equity Fund worth $21K as of Q1 2022.
Lenox Wealth Advisors left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q1 2022.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #368 holding.
Lenox Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and has held it in 10 quarters since.
Lenox Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $68K in Q4 2015.
184 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.