BDO Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

BDO Wealth Advisors’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 Q4	–	Sell	-120	Closed	-$6K	–	594
2019 Q3	$6K	Hold	120	–	–	﹤0.01%	486
2019 Q2	$6K	Hold	120	–	–	﹤0.01%	480
2019 Q1	$6K	Buy	+120	New	+$5.98K	﹤0.01%	455

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

BDO Wealth Advisors's DXJ Position: Q4 2019 in Review

BDO Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2019, closing a stake of 120 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in DXJ in Q1 2019 and held it in 3 quarters. The position peaked at $6K in Q3 2019. 236 funds tracked by Wall St. Rank hold DXJ as of Q4 2019.

BDO Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2019 after selling out during the quarter.
BDO Wealth Advisors sold 120 WisdomTree Japan Hedged Equity Fund shares in Q4 2019, an estimated $6K.
BDO Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2019 and held it in 3 quarters.
BDO Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $6K in Q3 2019.
236 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.