TCI Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-24	Closed	-$1.7K	–	777
2023 Q1	$1.7K	Hold	24	–	–	﹤0.01%	2004
2022 Q4	$1.54K	Buy	+24	New	+$1.58K	﹤0.01%	2031
2018 Q1	–	Sell	-322	Closed	-$19K	–	1369
2017 Q4	$19K	Buy	+322	New	+$18.6K	0.01%	504
2017 Q1	–	Sell	-114	Closed	-$6K	–	1310
2016 Q4	$6K	Hold	114	–	–	﹤0.01%	728
2016 Q3	$5K	Hold	114	–	–	﹤0.01%	724
2016 Q2	$4K	Hold	114	–	–	﹤0.01%	760
2016 Q1	$5K	Hold	114	–	–	﹤0.01%	705
2015 Q4	$6K	Sell	114 -295	-72%	-$15.7K	﹤0.01%	672
2015 Q3	$20K	Buy	409 +281	+220%	+$15.2K	0.01%	396
2015 Q2	$7K	Buy	+128	New	+$7.42K	﹤0.01%	576

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return