Sigma Planning Corp’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Sigma Planning Corp’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
2024 Q3	–	Sell	-3,739	Closed	-$422K	–	1231
2024 Q2	$422K	Sell	3,739 -150	-4%	-$16.3K	0.01%	801
2024 Q1	$422K	Buy	+3,889	New	+$388K	0.01%	834

Other funds holding DXJ

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sigma Planning Corp's DXJ Position: Q3 2024 in Review

Sigma Planning Corp sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 3,739 shares — an estimated $422K sold.

Sigma Planning Corp first reported a position in DXJ in Q1 2024 and held it in 2 quarters. The position peaked at $422K in Q1 2024. 289 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Sigma Planning Corp reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Sigma Planning Corp sold 3,739 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $422K.
Sigma Planning Corp first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and held it in 2 quarters.
Sigma Planning Corp's WisdomTree Japan Hedged Equity Fund position peaked at $422K in Q1 2024.
289 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Sigma Planning Corp's 13F filing for Q3 2024, filed 4 Nov 2024.