SSG
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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
2022
Q1 		– Sell
-2,000
Closed -$125K – 1178
2021
Q4 		$125K Buy
+2,000
New +$126K 0.01% 669
2019
Q1 		– Sell
-136
Closed -$631K – 254
2018
Q4 		$631K Buy
+136
New +$7.1K 0.24% 180
2017
Q1 		– Sell
-190
Closed -$941K – 317
2016
Q4 		$941K Buy
+190
New +$8.92K 0.33% 102

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JP Morgan Chase
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Bank of America
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B 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