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	-3,412	Closed	-$213K	–	968
2022 Q2	$213K	Buy	3,412 +40	+1%	+$2.55K	﹤0.01%	848
2022 Q1	$215K	Sell	3,372 -260	-7%	-$16.3K	﹤0.01%	933
2021 Q4	$227K	Buy	3,632 +311	+9%	+$19.5K	﹤0.01%	921
2021 Q3	$209K	Buy	3,321 +3	+0.1%	+$185	﹤0.01%	903
2021 Q2	$202K	Sell	3,318 -25	-0.7%	-$1.52K	﹤0.01%	873
2021 Q1	$205K	Sell	3,343 -677	-17%	-$39.5K	﹤0.01%	802
2020 Q4	$218K	Buy	+4,020	New	+$208K	﹤0.01%	739
2017 Q1	–	Sell	-6,787	Closed	-$336K	–	249
2016 Q4	$336K	Buy	+6,787	New	+$319K	0.08%	124

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 3,412 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. 197 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 3,412 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.
197 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.