WMS Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

WMS Partners’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 Q2	–	Sell	-6,000	Closed	-$384K	–	268
2022 Q1	$384K	Buy	+6,000	New	+$376K	0.05%	164
2021 Q4	–	Sell	-6,000	Closed	-$379K	–	235
2021 Q3	$379K	Hold	6,000	–	–	0.06%	185
2021 Q2	$366K	Buy	+6,000	New	+$365K	0.05%	176

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WMS Partners's DXJ Position: Q2 2022 in Review

WMS Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2022, closing a stake of 6,000 shares — an estimated $384K sold.

WMS Partners first reported a position in DXJ in Q2 2021 and held it in 3 quarters. The position peaked at $384K in Q1 2022. 201 funds tracked by Wall St. Rank hold DXJ as of Q2 2022.

WMS Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2022 after selling out during the quarter.
WMS Partners sold 6,000 WisdomTree Japan Hedged Equity Fund shares in Q2 2022, an estimated $384K.
WMS Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2021 and held it in 3 quarters.
WMS Partners's WisdomTree Japan Hedged Equity Fund position peaked at $384K in Q1 2022.
201 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2022.

Based on WMS Partners's 13F filing for Q2 2022, filed 5 Aug 2022.