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

LM 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
2024
Q2 		– Sell
-5,651
Closed -$613K – 199
2024
Q1 		$613K Hold
5,651
– – 0.1% 123
2023
Q4 		$497K Buy
+5,651
New +$500K 0.1% 119

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $654B AUM 26.35% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LM Advisors's DXJ Position: Q2 2024 in Review

LM Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2024, closing a stake of 5,651 shares — an estimated $613K sold.

LM Advisors first reported a position in DXJ in Q4 2023 and held it in 2 quarters. The position peaked at $613K in Q1 2024. 318 funds tracked by Wall St. Rank hold DXJ as of Q2 2024.

  • LM Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
  • LM Advisors sold 5,651 WisdomTree Japan Hedged Equity Fund shares in Q2 2024, an estimated $613K.
  • LM Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 2 quarters.
  • LM Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $613K in Q1 2024.
  • 318 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2024.

Based on LM Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.