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BWM
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
Shares
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
$1.66T 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
$245B AUM
31.4%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Jane Street
New York
$93.1B 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
$528B AUM
27.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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