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	-153	Closed	-$3K	–	820
2022 Q2	$3K	Hold	153	–	–	﹤0.01%	1625
2022 Q1	$3K	Hold	153	–	–	﹤0.01%	1758
2021 Q4	$3K	Hold	153	–	–	﹤0.01%	1848
2021 Q3	$3K	Hold	153	–	–	﹤0.01%	1829
2021 Q2	$3K	Hold	153	–	–	﹤0.01%	1773
2021 Q1	$3K	Hold	153	–	–	﹤0.01%	1682
2020 Q4	$3K	Hold	153	–	–	﹤0.01%	1548
2020 Q3	$2K	Hold	153	–	–	﹤0.01%	1440
2020 Q2	$2K	Sell	153 -549	-78%	-$8.32K	﹤0.01%	1376
2020 Q1	$10K	Sell	702 -105	-13%	-$1.72K	﹤0.01%	857
2019 Q4	$14K	Buy	807 +192	+31%	+$3.42K	0.01%	761
2019 Q3	$10K	Buy	615 +51	+9%	+$823	﹤0.01%	797
2019 Q2	$9K	Buy	564 +96	+21%	+$1.6K	﹤0.01%	823
2019 Q1	$8K	Buy	468 +90	+24%	+$1.5K	﹤0.01%	745
2018 Q4	$6K	Sell	378 -168	-31%	-$2.92K	﹤0.01%	694
2018 Q3	$11K	Buy	+546	New	+$9.99K	0.01%	607
2018 Q2	–	Sell	-165	Closed	-$3K	–	670
2018 Q1	$3K	Hold	165	–	–	﹤0.01%	814
2017 Q4	$3K	Hold	165	–	–	﹤0.01%	809
2017 Q3	$3K	Hold	165	–	–	﹤0.01%	773
2017 Q2	$3K	Buy	165 +39	+31%	+$665	﹤0.01%	759
2017 Q1	$2K	Sell	126 -177	-58%	-$3.01K	﹤0.01%	755
2016 Q4	$5K	Buy	+303	New	+$4.74K	0.01%	559

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 153 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. 196 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 153 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.
196 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.