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

Selective 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
2022 Q4	–	Sell	-35	Closed	-$2K	–	269
2022 Q3	$2K	Hold	35	–	–	﹤0.01%	662
2022 Q2	$2K	Buy	+35	New	+$2.23K	﹤0.01%	690

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

Selective Wealth Management's DXJ Position: Q4 2022 in Review

Selective Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2022, closing a stake of 35 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in DXJ in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 197 funds tracked by Wall St. Rank hold DXJ as of Q4 2022.

Selective Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 35 WisdomTree Japan Hedged Equity Fund shares in Q4 2022, an estimated $2K.
Selective Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2022 and held it in 2 quarters.
Selective Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $2K in Q3 2022.
197 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.