Mach-1 Financial Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Mach-1 Financial Group’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
2023 Q2	–	Sell	-17	Closed	-$1.2K	–	228
2023 Q1	$1.2K	Buy	+17	New	+$1.17K	0.01%	236
2022 Q4	–	Sell	-17	Closed	-$1K	–	230
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	363
2022 Q2	$1K	Buy	+17	New	+$1.08K	﹤0.01%	375

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Mach-1 Financial Group's DXJ Position: Q2 2023 in Review

Mach-1 Financial Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2023, closing a stake of 17 shares — an estimated $1.2K sold.

Mach-1 Financial Group first reported a position in DXJ in Q2 2022 and held it in 3 quarters. The position peaked at $1.2K in Q1 2023. 229 funds tracked by Wall St. Rank hold DXJ as of Q2 2023.

Mach-1 Financial Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 17 WisdomTree Japan Hedged Equity Fund shares in Q2 2023, an estimated $1.2K.
Mach-1 Financial Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2022 and held it in 3 quarters.
Mach-1 Financial Group's WisdomTree Japan Hedged Equity Fund position peaked at $1.2K in Q1 2023.
229 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.