M Holdings Securities’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

M Holdings Securities’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
2021 Q2	$640K	Buy	10,496 +3,821	+57%	+$233K	0.06%	177
2021 Q1	$409K	Buy	+6,675	New	+$389K	0.04%	327
2017 Q2	–	Sell	-39,600	Closed	-$2M	–	299
2017 Q1	$2M	Buy	39,600 +40	+0.1%	+$2.04K	0.77%	25
2016 Q4	$1.96M	Buy	+39,560	New	+$1.86M	0.68%	27

Other funds holding DXJ

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

KAS

Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M Holdings Securities's DXJ Position: Q2 2021 in Review

M Holdings Securities increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 57% in Q2 2021, buying an estimated $233K and bringing the position to 10,496 shares worth $640K. The position accounts for 0.06% of the portfolio, ranked #177.

M Holdings Securities first reported a position in DXJ in Q4 2016 and has held it in 4 quarters since. The position peaked at $2M in Q1 2017. 175 funds tracked by Wall St. Rank hold DXJ as of Q2 2021.

M Holdings Securities held 10,496 shares of WisdomTree Japan Hedged Equity Fund worth $640K as of Q2 2021.
M Holdings Securities bought 3,821 WisdomTree Japan Hedged Equity Fund shares in Q2 2021, an estimated $233K.
WisdomTree Japan Hedged Equity Fund made up 0.06% of M Holdings Securities's portfolio in Q2 2021, its #177 holding.
M Holdings Securities first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and has held it in 4 quarters since.
M Holdings Securities's WisdomTree Japan Hedged Equity Fund position peaked at $2M in Q1 2017.
175 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.