Tidemark’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Tidemark’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 Q2	–	Sell	-24	Closed	-$2.6K	–	648
2024 Q1	$2.6K	Hold	24	–	–	﹤0.01%	581
2023 Q4	$2.11K	Buy	+24	New	+$2.12K	﹤0.01%	592

Other funds holding DXJ

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Tidemark's DXJ Position: Q2 2024 in Review

Tidemark sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2024, closing a stake of 24 shares — an estimated $2.6K sold.

Tidemark first reported a position in DXJ in Q4 2023 and held it in 2 quarters. The position peaked at $2.6K in Q1 2024. 318 funds tracked by Wall St. Rank hold DXJ as of Q2 2024.

Tidemark reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
Tidemark sold 24 WisdomTree Japan Hedged Equity Fund shares in Q2 2024, an estimated $2.6K.
Tidemark first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 2 quarters.
Tidemark's WisdomTree Japan Hedged Equity Fund position peaked at $2.6K in Q1 2024.
318 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.