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

Tiedemann 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 Q3	$485K	Hold	5,500	–	–	0.02%	172
2023 Q2	$458K	Hold	5,500	–	–	0.02%	165
2023 Q1	$389K	Hold	5,500	–	–	0.02%	180
2022 Q4	$354K	Hold	5,500	–	–	0.02%	183
2022 Q3	$339K	Hold	5,500	–	–	0.02%	175
2022 Q2	$343K	Buy	+5,500	New	+$350K	0.03%	179
2019 Q4	–	Sell	-14,100	Closed	-$711K	–	305
2019 Q3	$711K	Buy	+14,100	New	+$682K	0.03%	201
2017 Q3	–	Sell	-5,048	Closed	-$262K	–	371
2017 Q2	$262K	Buy	+5,048	New	+$258K	0.02%	380
2016 Q4	–	Sell	-12,810	Closed	-$550K	–	324
2016 Q3	$550K	Buy	+12,810	New	+$532K	0.11%	90
2016 Q1	–	Sell	-223,830	Closed	-$11.2M	–	62
2015 Q4	$11.2M	Sell	223,830 -79,565	-26%	-$4.23M	4.32%	5
2015 Q3	$14.8M	Buy	303,395 +217,667	+254%	+$11.8M	11.38%	3
2015 Q2	$4.95M	Buy	85,728 +53,783	+168%	+$3.12M	5.07%	7
2015 Q1	$1.76M	Sell	31,945 -15,925	-33%	-$829K	3.22%	17
2014 Q4	$2.36M	Sell	47,870 -2,321	-5%	-$121K	3.7%	10
2014 Q3	$2.63M	Buy	50,191 +10,506	+26%	+$529K	5.38%	3
2014 Q2	$1.96M	Buy	39,685 +17,285	+77%	+$819K	4.59%	6
2014 Q1	$1.06M	Hold	22,400	–	–	3.37%	14
2013 Q4	$1.14M	Hold	22,400	–	–	3.76%	12
2013 Q3	$1.07M	Hold	22,400	–	–	2.15%	22
2013 Q2	$1.02M	Buy	+22,400	New	+$1.05M	2.1%	23

Other funds holding DXJ

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

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

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

RJFSA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Tiedemann Advisors's DXJ Position: Q3 2023 in Review

Tiedemann Advisors held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q3 2023 at 5,500 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #172.

Tiedemann Advisors first reported a position in DXJ in Q2 2013 and has held it in 20 quarters since. The position peaked at $14.8M in Q3 2015. 255 funds tracked by Wall St. Rank hold DXJ as of Q3 2023.

Tiedemann Advisors held 5,500 shares of WisdomTree Japan Hedged Equity Fund worth $485K as of Q3 2023.
Tiedemann Advisors left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q3 2023.
WisdomTree Japan Hedged Equity Fund made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #172 holding.
Tiedemann Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 20 quarters since.
Tiedemann Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $14.8M in Q3 2015.
255 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.