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

VitalStone Financial’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 Q1	–	Sell	-7	Closed	-$1K	–	499
2023 Q4	$1K	Buy	+7	New	+$619	﹤0.01%	443

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

VitalStone Financial's DXJ Position: Q1 2024 in Review

VitalStone Financial sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2024, closing a stake of 7 shares — an estimated $1K sold.

VitalStone Financial first reported a position in DXJ in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 304 funds tracked by Wall St. Rank hold DXJ as of Q1 2024.

VitalStone Financial reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
VitalStone Financial sold 7 WisdomTree Japan Hedged Equity Fund shares in Q1 2024, an estimated $1K.
VitalStone Financial first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 1 quarter.
VitalStone Financial's WisdomTree Japan Hedged Equity Fund position peaked at $1K in Q4 2023.
304 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.