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Trademark Financial Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Trademark Financial Management’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
Q3 		– Sell
-12,180
Closed -$458K – 95
2024
Q2 		$458K Buy
12,180
+2,475
+26% +$89.6K 0.37% 59
2024
Q1 		$351K Buy
9,705
+1,200
+14% +$39.9K 0.29% 61
2023
Q4 		$249K Buy
+8,505
New +$251K 0.18% 81

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Trademark Financial Management's DXJ Position: Q3 2024 in Review

Trademark Financial Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 12,180 shares — an estimated $458K sold.

Trademark Financial Management first reported a position in DXJ in Q4 2023 and held it in 3 quarters. The position peaked at $458K in Q2 2024. 290 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

  • Trademark Financial Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Trademark Financial Management sold 12,180 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $458K.
  • Trademark Financial Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 3 quarters.
  • Trademark Financial Management's WisdomTree Japan Hedged Equity Fund position peaked at $458K in Q2 2024.
  • 290 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Trademark Financial Management's 13F filing for Q3 2024, filed 31 Oct 2024.