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Northwest Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Northwest 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
Q4 		– Sell
-564
Closed -$59.8K – 218
2024
Q3 		$59.8K Buy
+564
New +$59.9K 0.05% 205

Other funds holding DXJ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest Financial Advisors's DXJ Position: Q4 2024 in Review

Northwest Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2024, closing a stake of 564 shares — an estimated $59.8K sold.

Northwest Financial Advisors first reported a position in DXJ in Q3 2024 and held it in 1 quarter. The position peaked at $59.8K in Q3 2024. 327 funds tracked by Wall St. Rank hold DXJ as of Q4 2024.

  • Northwest Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 564 WisdomTree Japan Hedged Equity Fund shares in Q4 2024, an estimated $59.8K.
  • Northwest Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $59.8K in Q3 2024.
  • 327 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.