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Realta Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Realta Investment 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
2022
Q4 		– Sell
-447
Closed -$9K – 855
2022
Q3 		$9K Buy
+447
New +$9.59K ﹤0.01% 703

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allianz Asset Management
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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Realta Investment Advisors's DXJ Position: Q4 2022 in Review

Realta Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2022, closing a stake of 447 shares — an estimated $9K sold.

Realta Investment Advisors first reported a position in DXJ in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 197 funds tracked by Wall St. Rank hold DXJ as of Q4 2022.

  • Realta Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 447 WisdomTree Japan Hedged Equity Fund shares in Q4 2022, an estimated $9K.
  • Realta Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2022 and held it in 1 quarter.
  • Realta Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $9K in Q3 2022.
  • 197 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2022.

Based on Realta Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.