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

Liberty 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 Q4	–	Sell	-2,823	Closed	-$59K	–	420
2021 Q3	$59K	Buy	2,823 +630	+29%	+$12.9K	0.02%	390
2021 Q2	$45K	Sell	2,193 -903	-29%	-$18.3K	0.02%	342
2021 Q1	$57K	Hold	3,096	–	–	0.03%	259
2020 Q4	$57K	Sell	3,096 -402	-11%	-$6.92K	0.03%	257
2020 Q3	$57K	Sell	3,498 -1,173	-25%	-$18.8K	0.03%	209
2020 Q2	$73K	Sell	4,671 -9,450	-67%	-$143K	0.05%	178
2020 Q1	$198K	Sell	14,121 -444	-3%	-$7.27K	0.17%	88
2019 Q4	$261K	Sell	14,565 -2,217	-13%	-$39.4K	0.21%	89
2019 Q3	$282K	Sell	16,782 -1,599	-9%	-$25.8K	0.27%	73
2019 Q2	$298K	Sell	18,381 -1,305	-7%	-$21.7K	0.26%	82
2019 Q1	$332K	Buy	19,686 +3	+0%	+$50	0.25%	59
2018 Q4	$304K	Buy	+19,683	New	+$342K	0.23%	63

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

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

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

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

KAS

Kemnay Advisory Services New York $791M AUM 14.14% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Liberty Wealth Management's DXJ Position: Q4 2021 in Review

Liberty Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2021, closing a stake of 2,823 shares — an estimated $59K sold.

Liberty Wealth Management first reported a position in DXJ in Q4 2018 and held it in 12 quarters. The position peaked at $332K in Q1 2019. 192 funds tracked by Wall St. Rank hold DXJ as of Q4 2021.

Liberty Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 2,823 WisdomTree Japan Hedged Equity Fund shares in Q4 2021, an estimated $59K.
Liberty Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $332K in Q1 2019.
192 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.