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Welch & Forbes’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Welch & Forbes’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
2022
Q4 		– Sell
-113,501
Closed -$7M – 372
2022
Q3 		$7M Buy
113,501
+8,879
+8% +$571K 0.14% 109
2022
Q2 		$6.53M Buy
104,622
+6,820
+7% +$434K 0.12% 119
2022
Q1 		$6.26M Buy
97,802
+9,235
+10% +$579K 0.1% 128
2021
Q4 		$5.54M Buy
88,567
+5,687
+7% +$357K 0.08% 135
2021
Q3 		$5.24M Buy
82,880
+4,152
+5% +$256K 0.09% 136
2021
Q2 		$4.8M Buy
78,728
+6,496
+9% +$395K 0.08% 138
2021
Q1 		$4.43M Buy
72,232
+6,083
+9% +$355K 0.08% 137
2020
Q4 		$3.6M Buy
66,149
+41
+0.1% +$2.12K 0.07% 140
2020
Q3 		$3.24M Buy
66,108
+2,581
+4% +$124K 0.07% 137
2020
Q2 		$2.99M Sell
63,527
-40
-0.1% -$1.82K 0.07% 142
2020
Q1 		$2.68M Buy
63,567
+94
+0.1% +$4.62K 0.07% 141
2019
Q4 		$3.41M Sell
63,473
-4,243
-6% -$226K 0.08% 146
2019
Q3 		$3.42M Sell
67,716
-5,091
-7% -$246K 0.08% 142
2019
Q2 		$3.55M Sell
72,807
-3,430
-4% -$171K 0.09% 140
2019
Q1 		$3.86M Buy
76,237
+1,782
+2% +$88.8K 0.1% 136
2018
Q4 		$3.45M Sell
74,455
-7,895
-10% -$412K 0.1% 132
2018
Q3 		$4.77M Buy
82,350
+25
+0% +$1.37K 0.11% 133
2018
Q2 		$4.44M Sell
82,325
-488
-0.6% -$27.6K 0.11% 129
2018
Q1 		$4.64M Buy
82,813
+150
+0.2% +$8.73K 0.12% 133
2017
Q4 		$4.9M Buy
82,663
+2,020
+3% +$117K 0.13% 124
2017
Q3 		$4.41M Buy
80,643
+2,725
+3% +$143K 0.12% 135
2017
Q2 		$4.05M Buy
77,918
+4,115
+6% +$210K 0.11% 135
2017
Q1 		$3.74M Buy
73,803
+8,993
+14% +$458K 0.11% 137
2016
Q4 		$3.21M Buy
64,810
+8,605
+15% +$404K 0.1% 138
2016
Q3 		$2.41M Sell
56,205
-300
-0.5% -$12.5K 0.08% 131
2016
Q2 		$2.19M Buy
56,505
+6,505
+13% +$274K 0.07% 151
2016
Q1 		$2.19M Buy
50,000
+5,445
+12% +$240K 0.07% 151
2015
Q4 		$2.23M Buy
44,555
+12,415
+39% +$661K 0.07% 148
2015
Q3 		$1.56M Buy
+32,140
New +$1.74M 0.05% 172

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Welch & Forbes's DXJ Position: Q4 2022 in Review

Welch & Forbes sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2022, closing a stake of 113,501 shares — an estimated $7M sold.

Welch & Forbes first reported a position in DXJ in Q3 2015 and held it in 29 quarters. The position peaked at $7M in Q3 2022. 197 funds tracked by Wall St. Rank hold DXJ as of Q4 2022.

  • Welch & Forbes reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2022 after selling out during the quarter.
  • Welch & Forbes sold 113,501 WisdomTree Japan Hedged Equity Fund shares in Q4 2022, an estimated $7M.
  • Welch & Forbes first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2015 and held it in 29 quarters.
  • Welch & Forbes's WisdomTree Japan Hedged Equity Fund position peaked at $7M in Q3 2022.
  • 197 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2022.

Based on Welch & Forbes's 13F filing for Q4 2022, filed 2 Feb 2023.