MWM
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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return