OneDigital Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

OneDigital Investment 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
2023 Q2	–	Sell	-111,630	Closed	-$2.63M	–	1024
2023 Q1	$2.63M	Buy	+111,630	New	+$2.55M	0.06%	232
2018 Q2	–	Sell	-1,422	Closed	-$27K	–	1331
2018 Q1	$27K	Buy	+1,422	New	+$27.6K	0.01%	699

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

OneDigital Investment Advisors's DXJ Position: Q2 2023 in Review

OneDigital Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2023, closing a stake of 111,630 shares — an estimated $2.63M sold.

OneDigital Investment Advisors first reported a position in DXJ in Q1 2018 and held it in 2 quarters. The position peaked at $2.63M in Q1 2023. 229 funds tracked by Wall St. Rank hold DXJ as of Q2 2023.

OneDigital Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 111,630 WisdomTree Japan Hedged Equity Fund shares in Q2 2023, an estimated $2.63M.
OneDigital Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2018 and held it in 2 quarters.
OneDigital Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $2.63M in Q1 2023.
229 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2023.

Based on OneDigital Investment Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.