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

AJ Wealth Strategies’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
2020 Q2	–	Sell	-5,000	Closed	-$211K	–	209
2020 Q1	$211K	Buy	+5,000	New	+$246K	0.03%	156

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

AJ Wealth Strategies's DXJ Position: Q2 2020 in Review

AJ Wealth Strategies sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2020, closing a stake of 5,000 shares — an estimated $211K sold.

AJ Wealth Strategies first reported a position in DXJ in Q1 2020 and held it in 1 quarter. The position peaked at $211K in Q1 2020. 179 funds tracked by Wall St. Rank hold DXJ as of Q2 2020.

AJ Wealth Strategies reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
AJ Wealth Strategies sold 5,000 WisdomTree Japan Hedged Equity Fund shares in Q2 2020, an estimated $211K.
AJ Wealth Strategies first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2020 and held it in 1 quarter.
AJ Wealth Strategies's WisdomTree Japan Hedged Equity Fund position peaked at $211K in Q1 2020.
179 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2020.

Based on AJ Wealth Strategies's 13F filing for Q2 2020, filed 14 Aug 2020.