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Raymond James Financial Services Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Raymond James Financial Services 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 		$21.9M Sell
206,594
-626,697
-75% -$66.6M 0.03% 508
2024
Q2 		$94M Sell
833,291
-63,934
-7% -$6.94M 0.13% 149
2024
Q1 		$97.3M Sell
897,225
-61,754
-6% -$6.16M 0.14% 145
2023
Q4 		$84.4M Buy
958,979
+70,721
+8% +$6.25M 0.14% 154
2023
Q3 		$78.4M Buy
888,258
+129,041
+17% +$11M 0.14% 151
2023
Q2 		$63.2M Buy
759,217
+255,037
+51% +$19.4M 0.11% 179
2023
Q1 		$35.7M Sell
504,180
-91,249
-15% -$6.26M 0.07% 273
2022
Q4 		$38.3M Buy
595,429
+186,393
+46% +$12.3M 0.08% 246
2022
Q3 		$25.2M Buy
409,036
+398,514
+3,787% +$25.6M 0.06% 322
2022
Q2 		$657K Buy
+10,522
New +$670K ﹤0.01% 2106
2020
Q1 		– Sell
-5,676
Closed -$305K – 2511
2019
Q4 		$305K Sell
5,676
-31
-0.5% -$1.66K ﹤0.01% 2312
2019
Q3 		$288K Sell
5,707
-686
-11% -$33.2K ﹤0.01% 2273
2019
Q2 		$311K Sell
6,393
-5,219
-45% -$260K ﹤0.01% 2248
2019
Q1 		$588K Sell
11,612
-2,254
-16% -$112K ﹤0.01% 1786
2018
Q4 		$643K Buy
13,866
+10
+0.1% +$522 ﹤0.01% 1514
2018
Q3 		$803K Sell
13,856
-5,028
-27% -$276K ﹤0.01% 1604
2018
Q2 		$1.02M Sell
18,884
-13,055
-41% -$739K 0.01% 1413
2018
Q1 		$1.79M Sell
31,939
-24,310
-43% -$1.42M 0.01% 982
2017
Q4 		$3.34M Buy
56,249
+18,032
+47% +$1.04M 0.02% 698
2017
Q3 		$2.09M Buy
38,217
+16,731
+78% +$878K 0.01% 902
2017
Q2 		$1.12M Sell
21,486
-1,781
-8% -$91.1K 0.01% 1194
2017
Q1 		$1.18M Sell
23,267
-1,812
-7% -$92.3K 0.01% 1077
2016
Q4 		$1.24M Sell
25,079
-5,238
-17% -$246K 0.01% 998
2016
Q3 		$1.3M Sell
30,317
-11,811
-28% -$491K 0.01% 958
2016
Q2 		$1.63M Buy
42,128
+8,467
+25% +$357K 0.02% 826
2016
Q1 		$1.47M Sell
33,661
-19,100
-36% -$843K 0.02% 748
2015
Q4 		$2.64M Sell
52,761
-32,973
-38% -$1.75M 0.03% 543
2015
Q3 		$4.17M Buy
85,734
+39,136
+84% +$2.12M 0.07% 327
2015
Q2 		$2.67M Buy
46,598
+31,074
+200% +$1.8M 0.19% 149
2015
Q1 		$856K Sell
15,524
-1,876
-11% -$97.7K 0.04% 378
2014
Q4 		$857K Buy
+17,400
New +$908K 0.04% 377
2013
Q3 		– Sell
-28,969
Closed -$1.32M – 599
2013
Q2 		$1.32M Buy
+28,969
New +$1.35M 0.04% 519

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

Raymond James Financial Services Advisors's DXJ Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 75% in Q3 2024, selling an estimated $66.6M and leaving 206,594 shares worth $21.9M. The position accounts for 0.03% of the portfolio, ranked #508.

Raymond James Financial Services Advisors first reported a position in DXJ in Q2 2013 and has held it in 32 quarters since. The position peaked at $97.3M in Q1 2024. 289 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

  • Raymond James Financial Services Advisors held 206,594 shares of WisdomTree Japan Hedged Equity Fund worth $21.9M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 626,697 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $66.6M.
  • WisdomTree Japan Hedged Equity Fund made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #508 holding.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 32 quarters since.
  • Raymond James Financial Services Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $97.3M in Q1 2024.
  • 289 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.