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ACG Wealth’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

ACG Wealth’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
2018
Q4 		– Sell
-141,101
Closed -$8.18M – 315
2018
Q3 		$8.18M Buy
141,101
+40,527
+40% +$2.22M 1.08% 23
2018
Q2 		$5.43M Buy
+100,574
New +$5.69M 0.82% 30

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACG Wealth's DXJ Position: Q4 2018 in Review

ACG Wealth sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2018, closing a stake of 141,101 shares — an estimated $8.18M sold.

ACG Wealth first reported a position in DXJ in Q2 2018 and held it in 2 quarters. The position peaked at $8.18M in Q3 2018. 269 funds tracked by Wall St. Rank hold DXJ as of Q4 2018.

  • ACG Wealth reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
  • ACG Wealth sold 141,101 WisdomTree Japan Hedged Equity Fund shares in Q4 2018, an estimated $8.18M.
  • ACG Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2018 and held it in 2 quarters.
  • ACG Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $8.18M in Q3 2018.
  • 269 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2018.

Based on ACG Wealth's 13F filing for Q4 2018, filed 14 Jan 2019.