RDA Financial Network’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

RDA Financial Network’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
2022 Q4	–	Sell	-3,462	Closed	-$214K	–	215
2022 Q3	$214K	Sell	3,462 -61	-2%	-$3.92K	0.12%	182
2022 Q2	$220K	Sell	3,523 -75	-2%	-$4.77K	0.11%	183
2022 Q1	$230K	Hold	3,598	–	–	0.1%	197
2021 Q4	$225K	Sell	3,598 -500	-12%	-$31.4K	0.09%	195
2021 Q3	$259K	Sell	4,098 -50	-1%	-$3.08K	0.11%	184
2021 Q2	$253K	Sell	4,148 -50	-1%	-$3.04K	0.11%	188
2021 Q1	$258K	Sell	4,198 -25	-0.6%	-$1.46K	0.11%	184
2020 Q4	$230K	Sell	4,223 -1,749	-29%	-$90.3K	0.1%	193
2020 Q3	$293K	Sell	5,972 -22	-0.4%	-$1.06K	0.13%	159
2020 Q2	$282K	Sell	5,994 -597	-9%	-$27.1K	0.14%	156
2020 Q1	$278K	Sell	6,591 -4,935	-43%	-$243K	0.17%	130
2019 Q4	$611K	Sell	11,526 -77	-0.7%	-$4.11K	0.25%	104
2019 Q3	$627K	Sell	11,603 -100	-0.9%	-$4.84K	0.27%	96
2019 Q2	$583K	Sell	11,703 -907	-7%	-$45.2K	0.26%	96
2019 Q1	$657K	Buy	+12,610	New	+$628K	0.31%	84

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 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 $972M AUM 27.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RDA Financial Network's DXJ Position: Q4 2022 in Review

RDA Financial Network sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2022, closing a stake of 3,462 shares — an estimated $214K sold.

RDA Financial Network first reported a position in DXJ in Q1 2019 and held it in 15 quarters. The position peaked at $657K in Q1 2019. 197 funds tracked by Wall St. Rank hold DXJ as of Q4 2022.

RDA Financial Network reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2022 after selling out during the quarter.
RDA Financial Network sold 3,462 WisdomTree Japan Hedged Equity Fund shares in Q4 2022, an estimated $214K.
RDA Financial Network first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2019 and held it in 15 quarters.
RDA Financial Network's WisdomTree Japan Hedged Equity Fund position peaked at $657K in Q1 2019.
197 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2022.

Based on RDA Financial Network's 13F filing for Q4 2022, filed 10 Jan 2023.