MCF Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

MCF 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	-14	Closed	-$1.58K	–	1019
2024 Q2	$1.58K	Buy	+14	New	+$1.52K	﹤0.01%	870
2023 Q4	–	Sell	-19	Closed	-$1.68K	–	937
2023 Q3	$1.68K	Buy	+19	New	+$1.62K	﹤0.01%	785
2017 Q4	–	Sell	-174	Closed	-$10K	–	487
2017 Q3	$10K	Hold	174	–	–	﹤0.01%	343
2017 Q2	$9K	Sell	174 -63	-27%	-$3.22K	﹤0.01%	369
2017 Q1	$12K	Buy	237 +95	+67%	+$4.84K	﹤0.01%	340
2016 Q4	$7K	Hold	142	–	–	﹤0.01%	346
2016 Q3	$6K	Hold	142	–	–	﹤0.01%	359
2016 Q2	$6K	Hold	142	–	–	﹤0.01%	389
2016 Q1	$6K	Hold	142	–	–	﹤0.01%	367
2015 Q4	$7K	Hold	142	–	–	﹤0.01%	368
2015 Q3	$7K	Hold	142	–	–	﹤0.01%	353
2015 Q2	$8K	Hold	142	–	–	﹤0.01%	350
2015 Q1	$8K	Hold	142	–	–	﹤0.01%	341
2014 Q4	$7K	Hold	142	–	–	﹤0.01%	336
2014 Q3	$7K	Hold	142	–	–	﹤0.01%	347
2014 Q2	$7K	Hold	142	–	–	﹤0.01%	338
2014 Q1	$7K	Hold	142	–	–	﹤0.01%	336
2013 Q4	$7K	Buy	+142	New	+$6.9K	﹤0.01%	310

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

MCF Advisors's DXJ Position: Q3 2024 in Review

MCF Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 14 shares — an estimated $1.58K sold.

MCF Advisors first reported a position in DXJ in Q4 2013 and held it in 18 quarters. The position peaked at $12K in Q1 2017. 290 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

MCF Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
MCF Advisors sold 14 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $1.58K.
MCF Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 18 quarters.
MCF Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $12K in Q1 2017.
290 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on MCF Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.