Tyler-Stone Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Tyler-Stone Wealth 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	-434	Closed	-$48.9K	–	470
2024 Q2	$48.9K	Buy	434 +1	+0.2%	+$109	0.02%	368
2024 Q1	$47K	Buy	+433	New	+$43.2K	0.02%	368

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tyler-Stone Wealth Management's DXJ Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 434 shares — an estimated $48.9K sold.

Tyler-Stone Wealth Management first reported a position in DXJ in Q1 2024 and held it in 2 quarters. The position peaked at $48.9K in Q2 2024. 289 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 434 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $48.9K.
Tyler-Stone Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and held it in 2 quarters.
Tyler-Stone Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $48.9K in Q2 2024.
289 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.