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Advisor Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Advisor Group’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
2019
Q4 		$1.89M Buy
35,063
+30,034
+597% +$1.6M 0.01% 847
2019
Q3 		$255K Sell
5,029
-305
-6% -$14.8K ﹤0.01% 2136
2019
Q2 		$260K Sell
5,334
-1,297
-20% -$64.7K ﹤0.01% 2100
2019
Q1 		$337K Sell
6,631
-396
-6% -$19.7K ﹤0.01% 1878
2018
Q4 		$327K Buy
7,027
+518
+8% +$27K ﹤0.01% 1708
2018
Q3 		$378K Sell
6,509
-2,278
-26% -$125K ﹤0.01% 1676
2018
Q2 		$475K Sell
8,787
-1,194
-12% -$67.6K 0.01% 1342
2018
Q1 		$559K Sell
9,981
-25,828
-72% -$1.5M 0.01% 1239
2017
Q4 		$2.13M Buy
35,809
+19,784
+123% +$1.14M 0.03% 537
2017
Q3 		$877K Buy
16,025
+3,999
+33% +$210K 0.01% 873
2017
Q2 		$625K Sell
12,026
-873
-7% -$44.7K 0.01% 1019
2017
Q1 		$653K Buy
12,899
+1,556
+14% +$79.3K 0.01% 917
2016
Q4 		$562K Sell
11,343
-15,545
-58% -$730K 0.01% 948
2016
Q3 		$1.15M Sell
26,888
-12,243
-31% -$509K 0.03% 583
2016
Q2 		$1.52M Buy
+39,131
New +$1.65M 0.04% 464

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Advisor Group's DXJ Position: Q4 2019 in Review

Advisor Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 597% in Q4 2019, buying an estimated $1.6M and bringing the position to 35,063 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #847.

Advisor Group first reported a position in DXJ in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.13M in Q4 2017. 236 funds tracked by Wall St. Rank hold DXJ as of Q4 2019.

  • Advisor Group held 35,063 shares of WisdomTree Japan Hedged Equity Fund worth $1.89M as of Q4 2019.
  • Advisor Group bought 30,034 WisdomTree Japan Hedged Equity Fund shares in Q4 2019, an estimated $1.6M.
  • WisdomTree Japan Hedged Equity Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #847 holding.
  • Advisor Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's WisdomTree Japan Hedged Equity Fund position peaked at $2.13M in Q4 2017.
  • 236 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.