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New England Capital Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

New England Capital Financial 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
Q1 		– Sell
-52
Closed -$4.58K – 403
2023
Q4 		$4.58K Buy
+52
New +$4.6K ﹤0.01% 284

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

New England Capital Financial Advisors's DXJ Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2024, closing a stake of 52 shares — an estimated $4.58K sold.

New England Capital Financial Advisors first reported a position in DXJ in Q4 2023 and held it in 1 quarter. The position peaked at $4.58K in Q4 2023. 304 funds tracked by Wall St. Rank hold DXJ as of Q1 2024.

  • New England Capital Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 52 WisdomTree Japan Hedged Equity Fund shares in Q1 2024, an estimated $4.58K.
  • New England Capital Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 1 quarter.
  • New England Capital Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $4.58K in Q4 2023.
  • 304 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.