Stratos Wealth Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Stratos Wealth Partners’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 Q1	–	Sell	-113,685	Closed	-$7.31M	–	1151
2022 Q4	$7.31M	Buy	113,685 +1,881	+2%	+$124K	0.18%	120
2022 Q3	$6.9M	Buy	111,804 +5,209	+5%	+$335K	0.19%	108
2022 Q2	$6.66M	Buy	+106,595	New	+$6.78M	0.17%	129
2021 Q4	–	Sell	-4,796	Closed	-$303K	–	1270
2021 Q3	$303K	Sell	4,796 -1,275	-21%	-$78.6K	0.01%	940
2021 Q2	$370K	Sell	6,071 -13,917	-70%	-$847K	0.01%	885
2021 Q1	$1.23M	Buy	+19,988	New	+$1.17M	0.03%	447
2018 Q4	–	Sell	-2,667	Closed	-$155K	–	1234
2018 Q3	$155K	Buy	+2,667	New	+$146K	0.01%	938
2018 Q2	–	Sell	-29,345	Closed	-$1.64M	–	1371
2018 Q1	$1.64M	Buy	29,345 +26,648	+988%	+$1.55M	0.07%	265
2017 Q4	$160K	Buy	+2,697	New	+$156K	0.01%	968
2017 Q2	–	Sell	-44,367	Closed	-$2.25M	–	837
2017 Q1	$2.25M	Buy	+44,367	New	+$2.26M	0.13%	161
2016 Q2	–	Sell	-6,043	Closed	-$264K	–	638
2016 Q1	$264K	Sell	6,043 -5,459	-47%	-$241K	0.02%	444
2015 Q4	$576K	Buy	11,502 +496	+5%	+$26.4K	0.05%	269
2015 Q3	$536K	Buy	11,006 +3,825	+53%	+$207K	0.07%	241
2015 Q2	$411K	Sell	7,181 -907	-11%	-$52.6K	0.05%	291
2015 Q1	$449K	Buy	8,088 +2,102	+35%	+$109K	0.05%	320
2014 Q4	$295K	Buy	+5,986	New	+$312K	0.05%	358

Other funds holding DXJ

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

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

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

RJFSA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Stratos Wealth Partners's DXJ Position: Q1 2023 in Review

Stratos Wealth Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2023, closing a stake of 113,685 shares — an estimated $7.31M sold.

Stratos Wealth Partners first reported a position in DXJ in Q4 2014 and held it in 16 quarters. The position peaked at $7.31M in Q4 2022. 190 funds tracked by Wall St. Rank hold DXJ as of Q1 2023.

Stratos Wealth Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2023 after selling out during the quarter.
Stratos Wealth Partners sold 113,685 WisdomTree Japan Hedged Equity Fund shares in Q1 2023, an estimated $7.31M.
Stratos Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 16 quarters.
Stratos Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $7.31M in Q4 2022.
190 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2023.

Based on Stratos Wealth Partners's 13F filing for Q1 2023, filed 27 Apr 2023.