Per Stirling Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Per Stirling Capital Management’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 Q3	–	Sell	-4,157	Closed	-$469K	–	262
2024 Q2	$469K	Hold	4,157	–	–	0.08%	161
2024 Q1	$451K	Buy	4,157 +554	+15%	+$55.2K	0.08%	151
2023 Q4	$317K	Sell	3,603 -6,881	-66%	-$608K	0.06%	170
2023 Q3	$925K	Buy	10,484 +3,090	+42%	+$263K	0.19%	79
2023 Q2	$616K	Buy	+7,394	New	+$562K	0.13%	100

Other funds holding DXJ

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return