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

Wetzel Investment 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
2024 Q3	–	Sell	-300	Closed	-$32.5K	–	330
2024 Q2	$32.5K	Hold	300	–	–	0.02%	286
2024 Q1	$31.7K	Hold	300	–	–	0.02%	305
2023 Q4	$26K	Buy	+300	New	+$26.5K	0.02%	325

Other funds holding DXJ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wetzel Investment Advisors's DXJ Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2024, closing a stake of 300 shares — an estimated $32.5K sold.

Wetzel Investment Advisors first reported a position in DXJ in Q4 2023 and held it in 3 quarters. The position peaked at $32.5K in Q2 2024. 289 funds tracked by Wall St. Rank hold DXJ as of Q3 2024.

Wetzel Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 300 WisdomTree Japan Hedged Equity Fund shares in Q3 2024, an estimated $32.5K.
Wetzel Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 3 quarters.
Wetzel Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $32.5K in Q2 2024.
289 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.