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Steward Partners Investment Solutions’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Steward Partners Investment 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
2024
Q1 		$14.3M Buy
132,232
+17,679
+15% +$1.76M 2.41% 7
2023
Q4 		$10.1M Buy
+114,553
New +$10.1M 4.2% 6

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

Steward Partners Investment Solutions's DXJ Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 15% in Q1 2024, buying an estimated $1.76M and bringing the position to 132,232 shares worth $14.3M. The position accounts for 2.41% of the portfolio, ranked #7.

Steward Partners Investment Solutions first reported a position in DXJ in Q4 2023 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold DXJ as of Q1 2024.

  • Steward Partners Investment Solutions held 132,232 shares of WisdomTree Japan Hedged Equity Fund worth $14.3M as of Q1 2024.
  • Steward Partners Investment Solutions bought 17,679 WisdomTree Japan Hedged Equity Fund shares in Q1 2024, an estimated $1.76M.
  • WisdomTree Japan Hedged Equity Fund made up 2.41% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #7 holding.
  • Steward Partners Investment Solutions first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.