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

QP Wealth 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
2023 Q3	$210K	Buy	+2,375	New	+$203K	0.37%	68

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

QP Wealth Management's DXJ Position: Q3 2023 in Review

QP Wealth Management opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2023: 2,375 shares worth $210K. The stake represents 0.37% of the portfolio and ranks #68 among its holdings.

255 funds tracked by Wall St. Rank hold DXJ as of Q3 2023.

QP Wealth Management held 2,375 shares of WisdomTree Japan Hedged Equity Fund worth $210K as of Q3 2023.
WisdomTree Japan Hedged Equity Fund was a new QP Wealth Management position in Q3 2023.
WisdomTree Japan Hedged Equity Fund made up 0.37% of QP Wealth Management's portfolio in Q3 2023, its #68 holding.
255 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2023.

Based on QP Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.