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Levy Wealth Management Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Levy Wealth Management 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
Q2 		$654K Buy
5,795
+43
+0.7% +$4.67K 0.17% 51
2024
Q1 		$506K Hold
5,752
– – 0.14% 60
2023
Q4 		$506K Buy
5,752
+2,784
+94% +$246K 0.14% 60
2023
Q3 		$262K Buy
+2,968
New +$253K 0.08% 92

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Levy Wealth Management Group's DXJ Position: Q2 2024 in Review

Levy Wealth Management Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.75% in Q2 2024, buying an estimated $4.67K and bringing the position to 5,795 shares worth $654K. The position accounts for 0.17% of the portfolio, ranked #51.

Levy Wealth Management Group first reported a position in DXJ in Q3 2023 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold DXJ as of Q2 2024.

  • Levy Wealth Management Group held 5,795 shares of WisdomTree Japan Hedged Equity Fund worth $654K as of Q2 2024.
  • Levy Wealth Management Group bought 43 WisdomTree Japan Hedged Equity Fund shares in Q2 2024, an estimated $4.67K.
  • WisdomTree Japan Hedged Equity Fund made up 0.17% of Levy Wealth Management Group's portfolio in Q2 2024, its #51 holding.
  • Levy Wealth Management Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and has held it in 4 quarters since.
  • 319 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.