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Retirement Financial Solutions’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-25
Closed -$1.61K – 76
2022
Q4 		$1.61K Buy
+25
New +$1.65K ﹤0.01% 225

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Retirement Financial Solutions's DXJ Position: Q1 2023 in Review

Retirement Financial Solutions sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2023, closing a stake of 25 shares — an estimated $1.61K sold.

Retirement Financial Solutions first reported a position in DXJ in Q4 2022 and held it in 1 quarter. The position peaked at $1.61K in Q4 2022. 191 funds tracked by Wall St. Rank hold DXJ as of Q1 2023.

  • Retirement Financial Solutions reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 25 WisdomTree Japan Hedged Equity Fund shares in Q1 2023, an estimated $1.61K.
  • Retirement Financial Solutions first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's WisdomTree Japan Hedged Equity Fund position peaked at $1.61K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.