U.S. Capital Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

U.S. Capital Wealth 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 Q2	–	Sell	-10,090	Closed	-$714K	–	667
2023 Q1	$714K	Sell	10,090 -9,552	-49%	-$655K	0.03%	367
2022 Q4	$1.26M	Hold	19,642	–	–	0.06%	288
2022 Q3	$1.21M	Hold	19,642	–	–	0.06%	295
2022 Q2	$1.23M	Buy	19,642 +492	+3%	+$31.3K	0.05%	311
2022 Q1	$1.23M	Hold	19,150	–	–	0.04%	359
2021 Q4	$1.2M	Hold	19,150	–	–	0.05%	362
2021 Q3	$1.21M	Buy	+19,150	New	+$1.18M	0.05%	350

Other funds holding DXJ

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

Bank of Montreal

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

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

Bank of Nova Scotia

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

Fidelity Investments

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

Allianz Asset Management

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

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

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

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return