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	-12,471	Closed	-$469K	–	262
2024 Q2	$469K	Hold	12,471	–	–	0.08%	161
2024 Q1	$451K	Buy	12,471 +1,662	+15%	+$55.2K	0.08%	151
2023 Q4	$317K	Sell	10,809 -20,643	-66%	-$608K	0.06%	170
2023 Q3	$925K	Buy	31,452 +9,270	+42%	+$263K	0.19%	79
2023 Q2	$616K	Buy	+22,182	New	+$562K	0.13%	100

Other funds holding DXJ

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Per Stirling Capital Management's DXJ Position: Q3 2024 in Review

Per Stirling Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 12,471 shares — an estimated $469K sold.

Per Stirling Capital Management first reported a position in DXJ in Q2 2023 and held it in 5 quarters. The position peaked at $925K in Q3 2023. 290 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Per Stirling Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Per Stirling Capital Management sold 12,471 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $469K.
Per Stirling Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2023 and held it in 5 quarters.
Per Stirling Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $925K in Q3 2023.
290 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Per Stirling Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.