Arcadia Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Arcadia Investment Management’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 Q3	–	Sell	-100	Closed	-$5K	–	304
2019 Q2	$5K	Buy	+100	New	+$4.99K	﹤0.01%	305

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

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

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

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

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 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

Arcadia Investment Management's DXJ Position: Q3 2019 in Review

Arcadia Investment Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2019, closing a stake of 100 shares — an estimated $5K sold.

Arcadia Investment Management first reported a position in DXJ in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 217 funds tracked by Wall St. Rank hold DXJ as of Q3 2019.

Arcadia Investment Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Arcadia Investment Management sold 100 WisdomTree Japan Hedged Equity Fund shares in Q3 2019, an estimated $5K.
Arcadia Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2019 and held it in 1 quarter.
Arcadia Investment Management's WisdomTree Japan Hedged Equity Fund position peaked at $5K in Q2 2019.
217 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2019.

Based on Arcadia Investment Management's 13F filing for Q3 2019, filed 22 Oct 2019.