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Worth Asset Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Worth Asset Management’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
Q3 		– Sell
-1,559
Closed -$130K – 177
2023
Q2 		$130K Buy
+1,559
New +$119K 0.1% 116

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Worth Asset Management's DXJ Position: Q3 2023 in Review

Worth Asset Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2023, closing a stake of 1,559 shares — an estimated $130K sold.

Worth Asset Management first reported a position in DXJ in Q2 2023 and held it in 1 quarter. The position peaked at $130K in Q2 2023. 254 funds tracked by Wall St. Rank hold DXJ as of Q3 2023.

  • Worth Asset Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2023 after selling out during the quarter.
  • Worth Asset Management sold 1,559 WisdomTree Japan Hedged Equity Fund shares in Q3 2023, an estimated $130K.
  • Worth Asset Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2023 and held it in 1 quarter.
  • Worth Asset Management's WisdomTree Japan Hedged Equity Fund position peaked at $130K in Q2 2023.
  • 254 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.