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Source Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Source Financial 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
-3,877
Closed -$323K – 124
2023
Q2 		$323K Buy
+3,877
New +$295K 0.11% 106

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Source Financial Advisors's DXJ Position: Q3 2023 in Review

Source Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2023, closing a stake of 3,877 shares — an estimated $323K sold.

Source Financial Advisors first reported a position in DXJ in Q2 2023 and held it in 1 quarter. The position peaked at $323K in Q2 2023. 255 funds tracked by Wall St. Rank hold DXJ as of Q3 2023.

  • Source Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2023 after selling out during the quarter.
  • Source Financial Advisors sold 3,877 WisdomTree Japan Hedged Equity Fund shares in Q3 2023, an estimated $323K.
  • Source Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2023 and held it in 1 quarter.
  • Source Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $323K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2023.

Based on Source Financial Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.