Summit Securities Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Summit Securities Group’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	-1,800	Closed	-$158K	–	580
2023 Q4	$158K	Buy	+1,800	New	+$159K	0.01%	280
2022 Q1	–	Sell	-3,900	Closed	-$244K	–	1158
2021 Q4	$244K	Buy	+3,900	New	+$245K	0.01%	551
2019 Q1	–	Sell	-15,600	Closed	-$724K	–	239
2018 Q4	$724K	Buy	+15,600	New	+$814K	0.06%	167
2018 Q1	–	Sell	-48,500	Closed	-$2.88M	–	171
2017 Q4	$2.88M	Buy	+48,500	New	+$2.8M	0.34%	30
2017 Q1	–	Sell	-26,100	Closed	-$1.29M	–	315
2016 Q4	$1.29M	Buy	+26,100	New	+$1.23M	0.28%	80
2015 Q4	–	Sell	-2,000	Closed	-$97K	–	322
2015 Q3	$97K	Buy	+2,000	New	+$108K	0.07%	120
2014 Q1	–	Sell	-10,000	Closed	-$508K	–	447
2013 Q4	$508K	Buy	+10,000	New	+$486K	0.09%	105

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Summit Securities Group's DXJ Position: Q1 2024 in Review

Summit Securities Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2024, closing a stake of 1,800 shares — an estimated $158K sold.

Summit Securities Group first reported a position in DXJ in Q4 2013 and held it in 7 quarters. The position peaked at $2.88M in Q4 2017. 305 funds tracked by Wall St. Rank hold DXJ as of Q1 2024.

Summit Securities Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
Summit Securities Group sold 1,800 WisdomTree Japan Hedged Equity Fund shares in Q1 2024, an estimated $158K.
Summit Securities Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 7 quarters.
Summit Securities Group's WisdomTree Japan Hedged Equity Fund position peaked at $2.88M in Q4 2017.
305 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.