Sierra Capital’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Sierra Capital’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 Q3	–	Sell	-33,509	Closed	-$2.09M	–	682
2022 Q2	$2.09M	Sell	33,509 -1,603	-5%	-$102K	0.38%	60
2022 Q1	$2.25M	Hold	35,112	–	–	0.35%	64
2021 Q4	$2.2M	Sell	35,112 -1,584	-4%	-$99.5K	0.33%	73
2021 Q3	$2.3M	Buy	36,696 +13,574	+59%	+$836K	0.39%	66
2021 Q2	$1.41M	Hold	23,122	–	–	0.26%	95
2021 Q1	$1.42M	Buy	+23,122	New	+$1.35M	0.27%	89

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sierra Capital's DXJ Position: Q3 2022 in Review

Sierra Capital sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2022, closing a stake of 33,509 shares — an estimated $2.09M sold.

Sierra Capital first reported a position in DXJ in Q1 2021 and held it in 6 quarters. The position peaked at $2.3M in Q3 2021. 197 funds tracked by Wall St. Rank hold DXJ as of Q3 2022.

Sierra Capital reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2022 after selling out during the quarter.
Sierra Capital sold 33,509 WisdomTree Japan Hedged Equity Fund shares in Q3 2022, an estimated $2.09M.
Sierra Capital first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2021 and held it in 6 quarters.
Sierra Capital's WisdomTree Japan Hedged Equity Fund position peaked at $2.3M in Q3 2021.
197 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2022.

Based on Sierra Capital's 13F filing for Q3 2022, filed 4 Nov 2022.