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Azimuth Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Azimuth Capital 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
2020
Q4 		– Sell
-8,971
Closed -$440K – 301
2020
Q3 		$440K Buy
8,971
+148
+2% +$7.1K 0.03% 228
2020
Q2 		$415K Buy
8,823
+2,797
+46% +$127K 0.03% 232
2020
Q1 		$254K Buy
+6,026
New +$296K 0.02% 249
2019
Q2 		– Sell
-64,708
Closed -$3.27M – 277
2019
Q1 		$3.27M Buy
64,708
+5,323
+9% +$265K 0.22% 136
2018
Q4 		$2.75M Sell
59,385
-29,620
-33% -$1.55M 0.21% 137
2018
Q3 		$5.16M Buy
89,005
+460
+0.5% +$25.2K 0.35% 96
2018
Q2 		$4.78M Buy
88,545
+1,165
+1% +$65.9K 0.34% 103
2018
Q1 		$4.89M Buy
87,380
+35,760
+69% +$2.08M 0.36% 99
2017
Q4 		$3.06M Buy
51,620
+1,920
+4% +$111K 0.22% 146
2017
Q3 		$2.72M Sell
49,700
-33,560
-40% -$1.76M 0.2% 150
2017
Q2 		$4.33M Buy
83,260
+1,425
+2% +$72.9K 0.34% 97
2017
Q1 		$4.14M Buy
81,835
+4,110
+5% +$209K 0.33% 99
2016
Q4 		$3.85M Buy
77,725
+36,225
+87% +$1.7M 0.33% 100
2016
Q3 		$1.78M Buy
41,500
+335
+0.8% +$13.9K 0.16% 157
2016
Q2 		$1.6M Sell
41,165
-4,250
-9% -$179K 0.14% 160
2016
Q1 		$1.99M Sell
45,415
-24,025
-35% -$1.06M 0.19% 141
2015
Q4 		$3.48M Buy
69,440
+4,280
+7% +$228K 0.34% 103
2015
Q3 		$3.17M Sell
65,160
-23,160
-26% -$1.25M 0.33% 97
2015
Q2 		$5.05M Buy
88,320
+5,045
+6% +$293K 0.49% 77
2015
Q1 		$4.59M Buy
83,275
+4,400
+6% +$229K 0.45% 81
2014
Q4 		$3.88M Buy
78,875
+14,074
+22% +$735K 0.4% 83
2014
Q3 		$3.39M Buy
64,801
+40,875
+171% +$2.06M 0.37% 88
2014
Q2 		$1.18M Buy
23,926
+1,876
+9% +$88.8K 0.13% 174
2014
Q1 		$1.04M Buy
+22,050
New +$1.05M 0.13% 173

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Azimuth Capital Management's DXJ Position: Q4 2020 in Review

Azimuth Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2020, closing a stake of 8,971 shares — an estimated $440K sold.

Azimuth Capital Management first reported a position in DXJ in Q1 2014 and held it in 24 quarters. The position peaked at $5.16M in Q3 2018. 167 funds tracked by Wall St. Rank hold DXJ as of Q4 2020.

  • Azimuth Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2020 after selling out during the quarter.
  • Azimuth Capital Management sold 8,971 WisdomTree Japan Hedged Equity Fund shares in Q4 2020, an estimated $440K.
  • Azimuth Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2014 and held it in 24 quarters.
  • Azimuth Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $5.16M in Q3 2018.
  • 167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2020.

Based on Azimuth Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.