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	-450	Closed	-$52.5K	–	578
2024 Q2	$52.5K	Buy	+450	New	+$48.9K	﹤0.01%	386
2018 Q2	–	Sell	-1,760	Closed	-$99K	–	677
2018 Q1	$99K	Buy	+1,760	New	+$102K	﹤0.01%	366
2016 Q1	–	Sell	-950	Closed	-$48K	–	623
2015 Q4	$48K	Buy	+950	New	+$50.6K	﹤0.01%	419

Other funds holding DXJ

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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 450 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. 289 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 450 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.
289 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.