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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $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

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

Merriman Wealth Management's DXJ Position: Q2 2024 in Review

Merriman Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2024, closing a stake of 8,534 shares — an estimated $926K sold.

Merriman Wealth Management first reported a position in DXJ in Q2 2013 and held it in 8 quarters. The position peaked at $2.55M in Q4 2013. 318 funds tracked by Wall St. Rank hold DXJ as of Q2 2024.

Merriman Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
Merriman Wealth Management sold 8,534 WisdomTree Japan Hedged Equity Fund shares in Q2 2024, an estimated $926K.
Merriman Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 8 quarters.
Merriman Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $2.55M in Q4 2013.
318 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2024.

Based on Merriman Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.