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MWM
Merriman Wealth Management’s
WisdomTree Japan Hedged Equity Fund
DXJ
Stock Holding History
Merriman Wealth Management’s Portfolio
DXJ Stock Details
DXJ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-8,534
Closed
-$926K
–
211
2024
Q1
$926K
Buy
+8,534
New
+$851K
0.04%
96
2023
Q4
–
Sell
-12,232
Closed
-$1.08M
–
195
2023
Q3
$1.08M
Sell
12,232
-555
-4%
-$47.3K
0.06%
76
2023
Q2
$1.06M
Sell
12,787
-703
-5%
-$53.5K
0.05%
98
2023
Q1
$954K
Buy
+13,490
New
+$925K
0.05%
95
2015
Q4
–
Sell
-28,016
Closed
-$1.36M
–
40
2015
Q3
$1.36M
Buy
+28,016
New
+$1.52M
0.76%
18
2014
Q1
–
Sell
-50,200
Closed
-$2.55M
–
47
2013
Q4
$2.55M
Buy
50,200
+33,600
+202%
+$1.63M
1.08%
28
2013
Q3
$796K
Buy
16,600
+8,100
+95%
+$380K
0.42%
39
2013
Q2
$388K
Buy
+8,500
New
+$397K
0.51%
24
Other funds holding DXJ
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$269B AUM
31.4%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75.1B AUM
31.89%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
PC
Permanens Capital
New York
$776M AUM
30.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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