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 $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJFSA

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

TCI Wealth Advisors's DXJ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2023, closing a stake of 24 shares — an estimated $1.7K sold.

TCI Wealth Advisors first reported a position in DXJ in Q2 2015 and held it in 10 quarters. The position peaked at $20K in Q3 2015. 229 funds tracked by Wall St. Rank hold DXJ as of Q2 2023.

TCI Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 24 WisdomTree Japan Hedged Equity Fund shares in Q2 2023, an estimated $1.7K.
TCI Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and held it in 10 quarters.
TCI Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $20K in Q3 2015.
229 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.