Atlas Private Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Atlas Private Wealth 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
2021 Q2	–	Sell	-461	Closed	-$28K	–	181
2021 Q1	$28K	Sell	461 -460	-50%	-$26.8K	0.02%	237
2020 Q4	$50K	Hold	921	–	–	0.04%	187
2020 Q3	$45K	Hold	921	–	–	0.04%	190
2020 Q2	$43K	Hold	921	–	–	0.03%	204
2020 Q1	$39K	Hold	921	–	–	0.04%	200
2019 Q4	$50K	Buy	+921	New	+$49.2K	0.04%	205

Other funds holding DXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

KAS

Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return

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

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

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

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

Atlas Private Wealth Management's DXJ Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2021, closing a stake of 461 shares — an estimated $28K sold.

Atlas Private Wealth Management first reported a position in DXJ in Q4 2019 and held it in 6 quarters. The position peaked at $50K in Q4 2020. 175 funds tracked by Wall St. Rank hold DXJ as of Q2 2021.

Atlas Private Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 461 WisdomTree Japan Hedged Equity Fund shares in Q2 2021, an estimated $28K.
Atlas Private Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $50K in Q4 2020.
175 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.