Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q3	–	Sell	-1,350	Closed	-$52.5K	–	578
2024 Q2	$52.5K	Buy	+1,350	New	+$48.9K	﹤0.01%	386
2018 Q2	–	Sell	-5,280	Closed	-$99K	–	677
2018 Q1	$99K	Buy	+5,280	New	+$102K	﹤0.01%	366
2016 Q1	–	Sell	-2,850	Closed	-$48K	–	623
2015 Q4	$48K	Buy	+2,850	New	+$50.6K	﹤0.01%	419

Other funds holding DXJ

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DXJ Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 1,350 shares — an estimated $52.5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DXJ in Q4 2015 and held it in 3 quarters. The position peaked at $99K in Q1 2018. 290 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,350 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $52.5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $99K in Q1 2018.
290 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.