Analyst IMS Investment Management Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Analyst IMS Investment Management Services’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	-20,370	Closed	-$859K	–	87
2020 Q1	$859K	Hold	20,370	–	–	0.28%	47
2019 Q4	$1.09M	Hold	20,370	–	–	0.3%	51
2019 Q3	$1.04M	Sell	20,370 -7,190	-26%	-$348K	0.31%	49
2019 Q2	$1.34M	Hold	27,560	–	–	0.4%	43
2019 Q1	$1.4M	Sell	27,560 -1,097	-4%	-$54.7K	0.43%	43
2018 Q4	$1.33K	Hold	28,657	–	–	0.21%	45
2018 Q3	$1.66K	Hold	28,657	–	–	0.27%	38
2018 Q2	$1.54M	Hold	28,657	–	–	0.47%	37
2018 Q1	$1.6M	Buy	+28,657	New	+$1.67M	0.51%	39
2017 Q4	–	Sell	-28,657	Closed	-$1.57M	–	107
2017 Q3	$1.57M	Hold	28,657	–	–	0.52%	40
2017 Q2	$1.49M	Hold	28,657	–	–	0.53%	40
2017 Q1	$1.45M	Hold	28,657	–	–	0.57%	39
2016 Q4	$1.42M	Hold	28,657	–	–	0.62%	39
2016 Q3	$1.23M	Hold	28,657	–	–	0.52%	43
2016 Q2	$1.11M	Sell	28,657 -128	-0.4%	-$5.4K	0.47%	47
2016 Q1	$1.26M	Hold	28,785	–	–	0.54%	49
2015 Q4	$1.44M	Hold	28,785	–	–	0.6%	45
2015 Q3	$1.4M	Hold	28,785	–	–	0.59%	50
2015 Q2	$1.65M	Hold	28,785	–	–	0.64%	48
2015 Q1	$1.59M	Hold	28,785	–	–	0.62%	47
2014 Q4	$1.42M	Buy	+28,785	New	+$1.5M	0.54%	49

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

Analyst IMS Investment Management Services's DXJ Position: Q2 2020 in Review

Analyst IMS Investment Management Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2020, closing a stake of 20,370 shares — an estimated $859K sold.

Analyst IMS Investment Management Services first reported a position in DXJ in Q4 2014 and held it in 21 quarters. The position peaked at $1.65M in Q2 2015. 179 funds tracked by Wall St. Rank hold DXJ as of Q2 2020.

Analyst IMS Investment Management Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Analyst IMS Investment Management Services sold 20,370 WisdomTree Japan Hedged Equity Fund shares in Q2 2020, an estimated $859K.
Analyst IMS Investment Management Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 21 quarters.
Analyst IMS Investment Management Services's WisdomTree Japan Hedged Equity Fund position peaked at $1.65M in Q2 2015.
179 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2020.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2020, filed 3 Aug 2020.