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

Baystate 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
2020 Q2	–	Sell	-420	Closed	-$18K	–	670
2020 Q1	$18K	Hold	420	–	–	﹤0.01%	293
2019 Q4	$23K	Buy	420 +5	+1%	+$267	﹤0.01%	304
2019 Q3	$21K	Buy	415 +1	+0.2%	+$48	﹤0.01%	286
2019 Q2	$21K	Buy	414 +5	+1%	+$249	﹤0.01%	299
2019 Q1	$21K	Sell	409 -836	-67%	-$41.7K	﹤0.01%	304
2018 Q4	$62K	Buy	1,245 +7	+0.6%	+$365	0.01%	179
2018 Q3	$68K	Sell	1,238 -1	-0.1%	-$55	0.01%	164
2018 Q2	$67K	Sell	1,239 -8	-0.6%	-$453	0.01%	162
2018 Q1	$71K	Buy	1,247 +33	+3%	+$1.92K	0.01%	160
2017 Q4	$76K	Hold	1,214	–	–	0.01%	160
2017 Q3	$67K	Sell	1,214 -1	-0.1%	-$52	0.01%	158
2017 Q2	$64K	Buy	1,215 +13	+1%	+$665	0.01%	159
2017 Q1	$58K	Hold	1,202	–	–	0.01%	168
2016 Q4	$62K	Buy	+1,202	New	+$56.5K	0.01%	139

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Baystate Wealth Management's DXJ Position: Q2 2020 in Review

Baystate Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2020, closing a stake of 420 shares — an estimated $18K sold.

Baystate Wealth Management first reported a position in DXJ in Q4 2016 and held it in 14 quarters. The position peaked at $76K in Q4 2017. 179 funds tracked by Wall St. Rank hold DXJ as of Q2 2020.

Baystate Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Baystate Wealth Management sold 420 WisdomTree Japan Hedged Equity Fund shares in Q2 2020, an estimated $18K.
Baystate Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and held it in 14 quarters.
Baystate Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $76K in Q4 2017.
179 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2020.

Based on Baystate Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.