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Private Portfolio Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Private Portfolio Partners’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
Q4 		$1.17M Sell
10,594
-970
-8% -$106K 0.21% 86
2024
Q3 		$1.23M Buy
11,564
+385
+3% +$40.9K 0.23% 72
2024
Q2 		$1.26M Buy
11,179
+25
+0.2% +$2.71K 1.03% 24
2024
Q1 		$1.21M Buy
11,154
+825
+8% +$82.3K 0.25% 70
2023
Q4 		$909K Buy
10,329
+500
+5% +$44.2K 0.21% 90
2023
Q3 		$867K Buy
9,829
+1,036
+12% +$88.3K 0.22% 80
2023
Q2 		$732K Buy
8,793
+50
+0.6% +$3.8K 0.19% 87
2023
Q1 		$618K Hold
8,743
– – 0.17% 100
2022
Q4 		$562K Sell
8,743
-4
-0% -$264 0.15% 122
2022
Q3 		$540K Hold
8,747
– – 0.15% 124
2022
Q2 		$546K Sell
8,747
-57,807
-87% -$3.68M 0.15% 123
2022
Q1 		$4.26M Buy
66,554
+2,113
+3% +$133K 1.05% 23
2021
Q4 		$4.03M Buy
64,441
+1,673
+3% +$105K 1.03% 21
2021
Q3 		$3.96M Buy
62,768
+2,469
+4% +$152K 1.13% 18
2021
Q2 		$3.68M Buy
60,299
+4,710
+8% +$287K 1.07% 20
2021
Q1 		$3.41M Buy
55,589
+3,576
+7% +$209K 1.11% 19
2020
Q4 		$2.83M Buy
52,013
+376
+0.7% +$19.4K 1% 23
2020
Q3 		$2.53M Buy
51,637
+3,957
+8% +$190K 1.03% 23
2020
Q2 		$2.24M Buy
47,680
+2,846
+6% +$129K 1.04% 22
2020
Q1 		$1.89M Buy
44,834
+1,096
+3% +$53.9K 1% 24
2019
Q4 		$2.35M Buy
43,738
+3,959
+10% +$211K 1.02% 24
2019
Q3 		$2.01M Buy
39,779
+3,895
+11% +$188K 0.94% 26
2019
Q2 		$1.75M Buy
35,884
+3,428
+11% +$171K 0.75% 36
2019
Q1 		$1.64M Buy
32,456
+1,050
+3% +$52.3K 0.87% 29
2018
Q4 		$1.46M Buy
+31,406
New +$1.64M 0.9% 28

Other funds holding DXJ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Portfolio Partners's DXJ Position: Q4 2024 in Review

Private Portfolio Partners reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 8.4% in Q4 2024, selling an estimated $106K and leaving 10,594 shares worth $1.17M. The position accounts for 0.21% of the portfolio, ranked #86.

Private Portfolio Partners first reported a position in DXJ in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.26M in Q1 2022. 327 funds tracked by Wall St. Rank hold DXJ as of Q4 2024.

  • Private Portfolio Partners held 10,594 shares of WisdomTree Japan Hedged Equity Fund worth $1.17M as of Q4 2024.
  • Private Portfolio Partners sold 970 WisdomTree Japan Hedged Equity Fund shares in Q4 2024, an estimated $106K.
  • WisdomTree Japan Hedged Equity Fund made up 0.21% of Private Portfolio Partners's portfolio in Q4 2024, its #86 holding.
  • Private Portfolio Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2018 and has held it in 25 quarters since.
  • Private Portfolio Partners's WisdomTree Japan Hedged Equity Fund position peaked at $4.26M in Q1 2022.
  • 327 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.