Pasadena Private Wealth’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Pasadena Private Wealth’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	-5,008	Closed	-$441K	–	156
2023 Q4	$441K	Sell	5,008 -54,229	-92%	-$4.79M	0.11%	86
2023 Q3	$5.23M	Buy	+59,237	New	+$5.05M	1.57%	18

Other funds holding DXJ

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Pasadena Private Wealth's DXJ Position: Q1 2024 in Review

Pasadena Private Wealth sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2024, closing a stake of 5,008 shares — an estimated $441K sold.

Pasadena Private Wealth first reported a position in DXJ in Q3 2023 and held it in 2 quarters. The position peaked at $5.23M in Q3 2023. 305 funds tracked by Wall St. Rank hold DXJ as of Q1 2024.

Pasadena Private Wealth reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
Pasadena Private Wealth sold 5,008 WisdomTree Japan Hedged Equity Fund shares in Q1 2024, an estimated $441K.
Pasadena Private Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and held it in 2 quarters.
Pasadena Private Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $5.23M in Q3 2023.
305 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2024.

Based on Pasadena Private Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.