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Pictet North America Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Pictet North America Advisors’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
-88,966
Closed -$10M – 143
2024
Q2 		$10M Buy
+88,966
New +$9.66M 1.09% 32
2019
Q2 		– Sell
-40,139
Closed -$2.03M – 151
2019
Q1 		$2.03M Sell
40,139
-512,362
-93% -$25.5M 0.3% 56
2018
Q4 		$25.6M Sell
552,501
-2,928
-0.5% -$153K 2.32% 3
2018
Q3 		$32.2M Sell
555,429
-174,361
-24% -$9.57M 4.27% 3
2018
Q2 		$39.4M Buy
729,790
+6,315
+0.9% +$357K 5.86% 2
2018
Q1 		$40.5M Buy
723,475
+111,188
+18% +$6.47M 6.1% 2
2017
Q4 		$36.3M Buy
612,287
+56,798
+10% +$3.28M 5.58% 3
2017
Q3 		$30.4M Buy
555,489
+39,469
+8% +$2.07M 4.81% 3
2017
Q2 		$26.8M Sell
516,020
-3,144
-0.6% -$161K 4.46% 3
2017
Q1 		$26.3M Buy
519,164
+95,170
+22% +$4.85M 4.38% 3
2016
Q4 		$21M Sell
423,994
-112,305
-21% -$5.27M 4.62% 4
2016
Q3 		$23M Buy
+536,299
New +$22.3M 5.49% 3
2015
Q4 		– Sell
-21,981
Closed -$1.07M – 92
2015
Q3 		$1.07M Buy
+21,981
New +$1.19M 0.3% 29
2015
Q2 		– Sell
-1,077,171
Closed -$59.4M – 61
2015
Q1 		$59.4M Buy
1,077,171
+510,032
+90% +$26.6M 11.28% 2
2014
Q4 		$27.9M Buy
567,139
+35,744
+7% +$1.87M 5.64% 7
2014
Q3 		$27.8M Sell
531,395
-6,588
-1% -$332K 6.54% 6
2014
Q2 		$26.6M Buy
537,983
+6,286
+1% +$298K 6.84% 6
2014
Q1 		$25.2M Sell
531,697
-8,598
-2% -$409K 6.86% 5
2013
Q4 		$27.5M Buy
+540,295
New +$26.3M 6.16% 6

Other funds holding DXJ

Morgan Stanley
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pictet North America Advisors's DXJ Position: Q3 2024 in Review

Pictet North America Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 88,966 shares — an estimated $10M sold.

Pictet North America Advisors first reported a position in DXJ in Q4 2013 and held it in 19 quarters. The position peaked at $59.4M in Q1 2015. 289 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

  • Pictet North America Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Pictet North America Advisors sold 88,966 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $10M.
  • Pictet North America Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 19 quarters.
  • Pictet North America Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $59.4M in Q1 2015.
  • 289 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Pictet North America Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.