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Provence Wealth Management Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$26.5K Sell
301
-119
-28% -$10.5K 0.01% 254
2023
Q3 		$37K Buy
+420
New +$35.8K 0.02% 220

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Provence Wealth Management Group's DXJ Position: Q4 2023 in Review

Provence Wealth Management Group reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 28% in Q4 2023, selling an estimated $10.5K and leaving 301 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #254.

Provence Wealth Management Group first reported a position in DXJ in Q3 2023 and has held it in 2 quarters since. The position peaked at $37K in Q3 2023. 253 funds tracked by Wall St. Rank hold DXJ as of Q4 2023.

  • Provence Wealth Management Group held 301 shares of WisdomTree Japan Hedged Equity Fund worth $26.5K as of Q4 2023.
  • Provence Wealth Management Group sold 119 WisdomTree Japan Hedged Equity Fund shares in Q4 2023, an estimated $10.5K.
  • WisdomTree Japan Hedged Equity Fund made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #254 holding.
  • Provence Wealth Management Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's WisdomTree Japan Hedged Equity Fund position peaked at $37K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.