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

Snowden Capital Advisors’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 Q3	–	Sell	-4,720	Closed	-$393K	–	1085
2023 Q2	$393K	Sell	4,720 -2	-0%	-$152	0.01%	844
2023 Q1	$334K	Buy	4,722 +170	+4%	+$11.7K	0.01%	903
2022 Q4	$293K	Hold	4,552	–	–	0.01%	919
2022 Q3	$280K	Buy	4,552 +135	+3%	+$8.69K	0.01%	913
2022 Q2	$275K	Buy	+4,417	New	+$281K	0.01%	903
2022 Q1	–	Sell	-931	Closed	-$58K	–	1314
2021 Q4	$58K	Buy	+931	New	+$58.5K	﹤0.01%	984
2018 Q4	–	Sell	-11,013	Closed	-$638K	–	473
2018 Q3	$638K	Sell	11,013 -12,409	-53%	-$681K	0.07%	294
2018 Q2	$1.26M	Sell	23,422 -2,122	-8%	-$120K	0.16%	201
2018 Q1	$1.43M	Buy	25,544 +4,536	+22%	+$264K	0.21%	170
2017 Q4	$1.25M	Buy	21,008 +207	+1%	+$11.9K	0.18%	189
2017 Q3	$1.14M	Buy	+20,801	New	+$1.09M	0.18%	175

Other funds holding DXJ

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 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

Snowden Capital Advisors's DXJ Position: Q3 2023 in Review

Snowden Capital Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2023, closing a stake of 4,720 shares — an estimated $393K sold.

Snowden Capital Advisors first reported a position in DXJ in Q3 2017 and held it in 11 quarters. The position peaked at $1.43M in Q1 2018. 254 funds tracked by Wall St. Rank hold DXJ as of Q3 2023.

Snowden Capital Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2023 after selling out during the quarter.
Snowden Capital Advisors sold 4,720 WisdomTree Japan Hedged Equity Fund shares in Q3 2023, an estimated $393K.
Snowden Capital Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2017 and held it in 11 quarters.
Snowden Capital Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1.43M in Q1 2018.
254 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.