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McElhenny Sheffield Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

McElhenny Sheffield Capital Management’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
Q1 		– Sell
-60
Closed -$3.86K – 221
2022
Q4 		$3.86K Buy
+60
New +$3.95K ﹤0.01% 430

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McElhenny Sheffield Capital Management's DXJ Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2023, closing a stake of 60 shares — an estimated $3.86K sold.

McElhenny Sheffield Capital Management first reported a position in DXJ in Q4 2022 and held it in 1 quarter. The position peaked at $3.86K in Q4 2022. 191 funds tracked by Wall St. Rank hold DXJ as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 60 WisdomTree Japan Hedged Equity Fund shares in Q1 2023, an estimated $3.86K.
  • McElhenny Sheffield Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $3.86K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.