Teamwork Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Teamwork Financial 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 Q4	–	Sell	-35,787	Closed	-$1.05M	–	191
2023 Q3	$1.05M	Sell	35,787 -75	-0.2%	-$2.13K	0.17%	83
2023 Q2	$995K	Buy	35,862 +8,667	+32%	+$220K	0.16%	86
2023 Q1	$641K	Sell	27,195 -744	-3%	-$17K	0.12%	101
2022 Q4	$599K	Buy	27,939 +9,696	+53%	+$213K	0.12%	107
2022 Q3	$375K	Buy	+18,243	New	+$391K	0.08%	148

Other funds holding DXJ

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

Jane Street New York $1.21T AUM 78.12% 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

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

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

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

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

Teamwork Financial Advisors's DXJ Position: Q4 2023 in Review

Teamwork Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2023, closing a stake of 35,787 shares — an estimated $1.05M sold.

Teamwork Financial Advisors first reported a position in DXJ in Q3 2022 and held it in 5 quarters. The position peaked at $1.05M in Q3 2023. 252 funds tracked by Wall St. Rank hold DXJ as of Q4 2023.

Teamwork Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 35,787 WisdomTree Japan Hedged Equity Fund shares in Q4 2023, an estimated $1.05M.
Teamwork Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2022 and held it in 5 quarters.
Teamwork Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1.05M in Q3 2023.
252 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2023.

Based on Teamwork Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.