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Tranquilli Financial Advisor’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Tranquilli Financial Advisor’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
-2,626
Closed -$232K – 102
2023
Q3 		$232K Buy
+2,626
New +$224K 0.17% 86

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Tranquilli Financial Advisor's DXJ Position: Q4 2023 in Review

Tranquilli Financial Advisor sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2023, closing a stake of 2,626 shares — an estimated $232K sold.

Tranquilli Financial Advisor first reported a position in DXJ in Q3 2023 and held it in 1 quarter. The position peaked at $232K in Q3 2023. 253 funds tracked by Wall St. Rank hold DXJ as of Q4 2023.

  • Tranquilli Financial Advisor reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
  • Tranquilli Financial Advisor sold 2,626 WisdomTree Japan Hedged Equity Fund shares in Q4 2023, an estimated $232K.
  • Tranquilli Financial Advisor first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and held it in 1 quarter.
  • Tranquilli Financial Advisor's WisdomTree Japan Hedged Equity Fund position peaked at $232K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2023.

Based on Tranquilli Financial Advisor's 13F filing for Q4 2023, filed 14 Feb 2024.