Vontobel Holding’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Vontobel Holding’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 Q4	–	Sell	-6,000	Closed	-$212K	–	1115
2024 Q3	$212K	Buy	+6,000	New	+$212K	﹤0.01%	1001
2022 Q1	–	Sell	-22,500	Closed	-$469K	–	1075
2021 Q4	$469K	Buy	22,500 +15,000	+200%	+$314K	﹤0.01%	822
2021 Q3	$158K	Buy	+7,500	New	+$154K	﹤0.01%	1061

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vontobel Holding's DXJ Position: Q4 2024 in Review

Vontobel Holding sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2024, closing a stake of 6,000 shares — an estimated $212K sold.

Vontobel Holding first reported a position in DXJ in Q3 2021 and held it in 3 quarters. The position peaked at $469K in Q4 2021. 327 funds tracked by Wall St. Rank hold DXJ as of Q4 2024.

Vontobel Holding reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
Vontobel Holding sold 6,000 WisdomTree Japan Hedged Equity Fund shares in Q4 2024, an estimated $212K.
Vontobel Holding first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2021 and held it in 3 quarters.
Vontobel Holding's WisdomTree Japan Hedged Equity Fund position peaked at $469K in Q4 2021.
327 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2024.

Based on Vontobel Holding's 13F filing for Q4 2024, filed 30 Jan 2025.