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SSI Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

SSI Investment Management’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
Q1 		– Sell
-45,676
Closed -$4.03M – 254
2023
Q4 		$4.03M Hold
45,676
– – 0.31% 110
2023
Q3 		$4.03M Sell
45,676
-204
-0.4% -$17.4K 0.33% 104
2023
Q2 		$3.82M Buy
+45,880
New +$3.49M 0.27% 111

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

SSI Investment Management's DXJ Position: Q1 2024 in Review

SSI Investment Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2024, closing a stake of 45,676 shares — an estimated $4.03M sold.

SSI Investment Management first reported a position in DXJ in Q2 2023 and held it in 3 quarters. The position peaked at $4.03M in Q4 2023. 304 funds tracked by Wall St. Rank hold DXJ as of Q1 2024.

  • SSI Investment Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
  • SSI Investment Management sold 45,676 WisdomTree Japan Hedged Equity Fund shares in Q1 2024, an estimated $4.03M.
  • SSI Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2023 and held it in 3 quarters.
  • SSI Investment Management's WisdomTree Japan Hedged Equity Fund position peaked at $4.03M in Q4 2023.
  • 304 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2024.

Based on SSI Investment Management's 13F filing for Q1 2024, filed 14 May 2024.