Verdad Advisers’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Verdad Advisers’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 Q3	–	Sell	-37,500	Closed	-$3.12M	–	53
2023 Q2	$3.12M	Buy	+37,500	New	+$2.85M	4.89%	4

Other funds holding DXJ

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

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

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

RJFSA

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Verdad Advisers's DXJ Position: Q3 2023 in Review

Verdad Advisers sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2023, closing a stake of 37,500 shares — an estimated $3.12M sold.

Verdad Advisers first reported a position in DXJ in Q2 2023 and held it in 1 quarter. The position peaked at $3.12M in Q2 2023. 254 funds tracked by Wall St. Rank hold DXJ as of Q3 2023.

Verdad Advisers reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2023 after selling out during the quarter.
Verdad Advisers sold 37,500 WisdomTree Japan Hedged Equity Fund shares in Q3 2023, an estimated $3.12M.
Verdad Advisers first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2023 and held it in 1 quarter.
Verdad Advisers's WisdomTree Japan Hedged Equity Fund position peaked at $3.12M in Q2 2023.
254 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2023.

Based on Verdad Advisers's 13F filing for Q3 2023, filed 13 Nov 2023.