Manchester Financial’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Manchester Financial’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	-68,880	Closed	-$7.77M	–	114
2024 Q2	$7.77M	Sell	68,880 -1,472	-2%	-$160K	1.91%	11
2024 Q1	$7.63M	Sell	70,352 -3,035	-4%	-$303K	1.99%	11
2023 Q4	$6.46M	Sell	73,387 -1,977	-3%	-$175K	1.8%	11
2023 Q3	$6.65M	Sell	75,364 -2,774	-4%	-$237K	1.95%	11
2023 Q2	$6.5M	Sell	78,138 -345	-0.4%	-$26.2K	1.85%	11
2023 Q1	$5.55M	Sell	78,483 -225	-0.3%	-$15.4K	1.61%	13
2022 Q4	$5.06M	Sell	78,708 -168	-0.2%	-$11.1K	1.37%	14
2022 Q3	$4.87M	Buy	78,876 +1,916	+2%	+$123K	1.4%	15
2022 Q2	$4.8M	Buy	+76,960	New	+$4.9M	1.86%	13
2021 Q2	–	Sell	-1,000	Closed	-$61K	–	232
2021 Q1	$61K	Hold	1,000	–	–	0.03%	159
2020 Q4	$54K	Buy	+1,000	New	+$51.7K	0.03%	147

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

Manchester Financial's DXJ Position: Q3 2024 in Review

Manchester Financial sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 68,880 shares — an estimated $7.77M sold.

Manchester Financial first reported a position in DXJ in Q4 2020 and held it in 11 quarters. The position peaked at $7.77M in Q2 2024. 290 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Manchester Financial reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Manchester Financial sold 68,880 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $7.77M.
Manchester Financial first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2020 and held it in 11 quarters.
Manchester Financial's WisdomTree Japan Hedged Equity Fund position peaked at $7.77M in Q2 2024.
290 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Manchester Financial's 13F filing for Q3 2024, filed 24 Oct 2024.