TFM
DXJ icon

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
-4,060
Closed -$458K – 95
2024
Q2 		$458K Buy
4,060
+825
+26% +$89.6K 0.37% 59
2024
Q1 		$351K Buy
3,235
+400
+14% +$39.9K 0.29% 61
2023
Q4 		$249K Buy
+2,835
New +$251K 0.18% 81

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 4,060 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. 289 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 4,060 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.
  • 289 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.