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Patriot Financial Group Insurance Agency’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-51
Closed -$3K – 820
2022
Q2 		$3K Hold
51
– – ﹤0.01% 1625
2022
Q1 		$3K Hold
51
– – ﹤0.01% 1758
2021
Q4 		$3K Hold
51
– – ﹤0.01% 1848
2021
Q3 		$3K Hold
51
– – ﹤0.01% 1829
2021
Q2 		$3K Hold
51
– – ﹤0.01% 1773
2021
Q1 		$3K Hold
51
– – ﹤0.01% 1682
2020
Q4 		$3K Hold
51
– – ﹤0.01% 1548
2020
Q3 		$2K Hold
51
– – ﹤0.01% 1440
2020
Q2 		$2K Sell
51
-183
-78% -$8.32K ﹤0.01% 1376
2020
Q1 		$10K Sell
234
-35
-13% -$1.72K ﹤0.01% 857
2019
Q4 		$14K Buy
269
+64
+31% +$3.42K 0.01% 761
2019
Q3 		$10K Buy
205
+17
+9% +$823 ﹤0.01% 797
2019
Q2 		$9K Buy
188
+32
+21% +$1.6K ﹤0.01% 823
2019
Q1 		$8K Buy
156
+30
+24% +$1.5K ﹤0.01% 745
2018
Q4 		$6K Sell
126
-56
-31% -$2.92K ﹤0.01% 694
2018
Q3 		$11K Buy
+182
New +$9.99K 0.01% 607
2018
Q2 		– Sell
-55
Closed -$3K – 670
2018
Q1 		$3K Hold
55
– – ﹤0.01% 814
2017
Q4 		$3K Hold
55
– – ﹤0.01% 809
2017
Q3 		$3K Hold
55
– – ﹤0.01% 773
2017
Q2 		$3K Buy
55
+13
+31% +$665 ﹤0.01% 759
2017
Q1 		$2K Sell
42
-59
-58% -$3.01K ﹤0.01% 755
2016
Q4 		$5K Buy
+101
New +$4.74K 0.01% 559

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DXJ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2022, closing a stake of 51 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in DXJ in Q4 2016 and held it in 22 quarters. The position peaked at $14K in Q4 2019. 197 funds tracked by Wall St. Rank hold DXJ as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 51 WisdomTree Japan Hedged Equity Fund shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree Japan Hedged Equity Fund position peaked at $14K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.