Bedel Financial Consulting’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bedel Financial Consulting’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	-665	Closed	-$28K	–	828
2020 Q1	$28K	Hold	665	–	–	0.02%	341
2019 Q4	$36K	Hold	665	–	–	0.02%	332
2019 Q3	$34K	Hold	665	–	–	0.02%	326
2019 Q2	$32K	Hold	665	–	–	0.02%	335
2019 Q1	$34K	Hold	665	–	–	0.02%	327
2018 Q4	$31K	Hold	665	–	–	0.02%	309
2018 Q3	$36K	Hold	665	–	–	0.02%	308
2018 Q2	$36K	Hold	665	–	–	0.03%	296
2018 Q1	$37K	Buy	+665	New	+$38.7K	0.03%	299

Other funds holding DXJ

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

Bank of America

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

Bank of Montreal

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

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Royal Bank of Canada

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