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

Simplicity 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 Q4	$6.08M	Sell	207,327 -10,665	-5%	-$314K	0.17%	111
2023 Q3	$6.41M	Buy	217,992 +2,265	+1%	+$64.4K	0.21%	93
2023 Q2	$5.99M	Buy	215,727 +1,251	+0.6%	+$31.7K	0.16%	117
2023 Q1	$5.06M	Buy	+214,476	New	+$4.9M	0.13%	140
2020 Q1	–	Sell	-43,857	Closed	-$786K	–	754
2019 Q4	$786K	Buy	+43,857	New	+$780K	0.02%	441
2016 Q1	–	Sell	-87,852	Closed	-$1.47M	–	274
2015 Q4	$1.47M	Buy	87,852 +54,540	+164%	+$967K	0.17%	170
2015 Q3	$540K	Buy	33,312 +1,374	+4%	+$24.8K	0.58%	38
2015 Q2	$609K	Buy	31,938 +7,233	+29%	+$140K	0.58%	37
2015 Q1	$454K	Buy	+24,705	New	+$429K	0.54%	46

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Simplicity Solutions's DXJ Position: Q4 2023 in Review

Simplicity Solutions reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 4.9% in Q4 2023, selling an estimated $314K and leaving 207,327 shares worth $6.08M. The position accounts for 0.17% of the portfolio, ranked #111.

Simplicity Solutions first reported a position in DXJ in Q1 2015 and has held it in 9 quarters since. The position peaked at $6.41M in Q3 2023. 252 funds tracked by Wall St. Rank hold DXJ as of Q4 2023.

Simplicity Solutions held 207,327 shares of WisdomTree Japan Hedged Equity Fund worth $6.08M as of Q4 2023.
Simplicity Solutions sold 10,665 WisdomTree Japan Hedged Equity Fund shares in Q4 2023, an estimated $314K.
WisdomTree Japan Hedged Equity Fund made up 0.17% of Simplicity Solutions's portfolio in Q4 2023, its #111 holding.
Simplicity Solutions first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2015 and has held it in 9 quarters since.
Simplicity Solutions's WisdomTree Japan Hedged Equity Fund position peaked at $6.41M in Q3 2023.
252 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.