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	-30,270	Closed	-$714K	–	667
2023 Q1	$714K	Sell	30,270 -28,656	-49%	-$655K	0.03%	367
2022 Q4	$1.26M	Hold	58,926	–	–	0.06%	288
2022 Q3	$1.21M	Hold	58,926	–	–	0.06%	295
2022 Q2	$1.23M	Buy	58,926 +1,476	+3%	+$31.3K	0.05%	311
2022 Q1	$1.23M	Hold	57,450	–	–	0.04%	359
2021 Q4	$1.2M	Hold	57,450	–	–	0.05%	362
2021 Q3	$1.21M	Buy	+57,450	New	+$1.18M	0.05%	350

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJFSA

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

U.S. Capital Wealth Advisors's DXJ Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2023, closing a stake of 30,270 shares — an estimated $714K sold.

U.S. Capital Wealth Advisors first reported a position in DXJ in Q3 2021 and held it in 7 quarters. The position peaked at $1.26M in Q4 2022. 229 funds tracked by Wall St. Rank hold DXJ as of Q2 2023.

U.S. Capital Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 30,270 WisdomTree Japan Hedged Equity Fund shares in Q2 2023, an estimated $714K.
U.S. Capital Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2021 and held it in 7 quarters.
U.S. Capital Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1.26M in Q4 2022.
229 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.