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Next Financial Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Next Financial Group’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
2021
Q4 		$7K Hold
105
– – ﹤0.01% 2308
2021
Q3 		$7K Hold
105
– – ﹤0.01% 2138
2021
Q2 		$6K Hold
105
– – ﹤0.01% 2136
2021
Q1 		$6K Hold
105
– – ﹤0.01% 2028
2020
Q4 		$6K Hold
105
– – ﹤0.01% 1920
2020
Q3 		$5K Buy
+105
New +$5.04K ﹤0.01% 1827
2019
Q3 		– Sell
-200
Closed -$9.68K – 2325
2019
Q2 		$10K Buy
+200
New +$9.97K ﹤0.01% 1677
2019
Q1 		– Sell
-231
Closed -$11K – 1726
2018
Q4 		$11K Buy
231
+200
+645% +$10.4K ﹤0.01% 1300
2018
Q3 		$2K Buy
+31
New +$1.7K ﹤0.01% 1298
2017
Q4 		– Sell
-27,792
Closed -$1.55M – 536
2017
Q3 		$1.55M Sell
27,792
-258
-0.9% -$13.5K 0.43% 54
2017
Q2 		$1.46M Sell
28,050
-915
-3% -$46.8K 0.36% 64
2017
Q1 		$1.48M Sell
28,965
-461
-2% -$23.5K 0.41% 58
2016
Q4 		$1.46M Sell
29,426
-1,411
-5% -$66.3K 0.26% 89
2016
Q3 		$1.32M Buy
30,837
+1,754
+6% +$72.9K 0.24% 103
2016
Q2 		$1.13M Buy
29,083
+720
+3% +$30.4K 0.36% 69
2016
Q1 		$1.24M Buy
28,363
+9,368
+49% +$413K 0.44% 51
2015
Q4 		$951K Buy
18,995
+6,848
+56% +$364K 0.35% 69
2015
Q3 		$591K Buy
12,147
+5,873
+94% +$318K 0.21% 108
2015
Q2 		$358K Buy
6,274
+3,852
+159% +$223K 0.12% 184
2015
Q1 		$133K Buy
2,422
+1,922
+384% +$100K 0.04% 397
2014
Q4 		$25K Sell
500
-3,278
-87% -$171K 0.01% 893
2014
Q3 		$198K Buy
3,778
+3,673
+3,498% +$185K 0.04% 456
2014
Q2 		$5K Buy
+105
New +$4.97K ﹤0.01% 914

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Next Financial Group's DXJ Position: Q4 2021 in Review

Next Financial Group held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q4 2021 at 105 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Next Financial Group first reported a position in DXJ in Q2 2014 and has held it in 23 quarters since. The position peaked at $1.55M in Q3 2017. 193 funds tracked by Wall St. Rank hold DXJ as of Q4 2021.

  • Next Financial Group held 105 shares of WisdomTree Japan Hedged Equity Fund worth $7K as of Q4 2021.
  • Next Financial Group left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q4 2021.
  • WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2308 holding.
  • Next Financial Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2014 and has held it in 23 quarters since.
  • Next Financial Group's WisdomTree Japan Hedged Equity Fund position peaked at $1.55M in Q3 2017.
  • 193 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.