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

Lido 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 Q3	–	Sell	-10,236	Closed	-$213K	–	968
2022 Q2	$213K	Buy	10,236 +120	+1%	+$2.55K	﹤0.01%	848
2022 Q1	$215K	Sell	10,116 -780	-7%	-$16.3K	﹤0.01%	933
2021 Q4	$227K	Buy	10,896 +933	+9%	+$19.5K	﹤0.01%	921
2021 Q3	$209K	Buy	9,963 +9	+0.1%	+$185	﹤0.01%	903
2021 Q2	$202K	Sell	9,954 -75	-0.7%	-$1.52K	﹤0.01%	873
2021 Q1	$205K	Sell	10,029 -2,031	-17%	-$39.5K	﹤0.01%	802
2020 Q4	$218K	Buy	+12,060	New	+$208K	﹤0.01%	739
2017 Q1	–	Sell	-20,361	Closed	-$336K	–	249
2016 Q4	$336K	Buy	+20,361	New	+$319K	0.08%	124

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lido Advisors's DXJ Position: Q3 2022 in Review

Lido Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2022, closing a stake of 10,236 shares — an estimated $213K sold.

Lido Advisors first reported a position in DXJ in Q4 2016 and held it in 8 quarters. The position peaked at $336K in Q4 2016. 196 funds tracked by Wall St. Rank hold DXJ as of Q3 2022.

Lido Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2022 after selling out during the quarter.
Lido Advisors sold 10,236 WisdomTree Japan Hedged Equity Fund shares in Q3 2022, an estimated $213K.
Lido Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and held it in 8 quarters.
Lido Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $336K in Q4 2016.
196 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.