Yahav Achim Ve Achayot - Provident Funds Management Company’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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	-56,310	Closed	-$1.56M	–	49
2023 Q2	$1.56M	Hold	56,310	–	–	1.2%	19
2023 Q1	$1.31M	Hold	56,310	–	–	1.29%	28
2022 Q4	$1.24M	Hold	56,310	–	–	1.17%	30
2022 Q3	$1.17M	Hold	56,310	–	–	1.13%	34
2022 Q2	$1.16M	Hold	56,310	–	–	1.04%	36
2022 Q1	$1.19M	Hold	56,310	–	–	0.92%	40
2021 Q4	$1.17M	Hold	56,310	–	–	0.85%	39
2021 Q3	$1.19M	Buy	+56,310	New	+$1.16M	0.93%	38

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Yahav Achim Ve Achayot - Provident Funds Management Company's DXJ Position: Q3 2023 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2023, closing a stake of 56,310 shares — an estimated $1.56M sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in DXJ in Q3 2021 and held it in 8 quarters. The position peaked at $1.56M in Q2 2023. 254 funds tracked by Wall St. Rank hold DXJ as of Q3 2023.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2023 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 56,310 WisdomTree Japan Hedged Equity Fund shares in Q3 2023, an estimated $1.56M.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2021 and held it in 8 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's WisdomTree Japan Hedged Equity Fund position peaked at $1.56M in Q2 2023.
254 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2023.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q3 2023, filed 25 Oct 2023.