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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
-37,210
Closed -$2.63M – 1024
2023
Q1 		$2.63M Buy
+37,210
New +$2.55M 0.06% 232
2018
Q2 		– Sell
-474
Closed -$27K – 1331
2018
Q1 		$27K Buy
+474
New +$27.6K 0.01% 699

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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 37,210 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 37,210 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.