WESPAC Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

WESPAC 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 Q1	–	Sell	-9,872	Closed	-$635K	–	114
2022 Q4	$635K	Sell	9,872 -114	-1%	-$7.51K	1.1%	31
2022 Q3	$616K	Buy	+9,986	New	+$642K	0.83%	46
2016 Q1	–	Sell	-4,919	Closed	-$246K	–	98
2015 Q4	$246K	Buy	+4,919	New	+$262K	0.28%	80

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJFSA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

WESPAC Advisors's DXJ Position: Q1 2023 in Review

WESPAC Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2023, closing a stake of 9,872 shares — an estimated $635K sold.

WESPAC Advisors first reported a position in DXJ in Q4 2015 and held it in 3 quarters. The position peaked at $635K in Q4 2022. 190 funds tracked by Wall St. Rank hold DXJ as of Q1 2023.

WESPAC Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2023 after selling out during the quarter.
WESPAC Advisors sold 9,872 WisdomTree Japan Hedged Equity Fund shares in Q1 2023, an estimated $635K.
WESPAC Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and held it in 3 quarters.
WESPAC Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $635K in Q4 2022.
190 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2023.

Based on WESPAC Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.