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	-1,995	Closed	-$28K	–	828
2020 Q1	$28K	Hold	1,995	–	–	0.02%	341
2019 Q4	$36K	Hold	1,995	–	–	0.02%	332
2019 Q3	$34K	Hold	1,995	–	–	0.02%	326
2019 Q2	$32K	Hold	1,995	–	–	0.02%	335
2019 Q1	$34K	Hold	1,995	–	–	0.02%	327
2018 Q4	$31K	Hold	1,995	–	–	0.02%	309
2018 Q3	$36K	Hold	1,995	–	–	0.02%	308
2018 Q2	$36K	Hold	1,995	–	–	0.03%	296
2018 Q1	$37K	Buy	+1,995	New	+$38.7K	0.03%	299

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

Bedel Financial Consulting's DXJ Position: Q2 2020 in Review

Bedel Financial Consulting sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2020, closing a stake of 1,995 shares — an estimated $28K sold.

Bedel Financial Consulting first reported a position in DXJ in Q1 2018 and held it in 9 quarters. The position peaked at $37K in Q1 2018. 179 funds tracked by Wall St. Rank hold DXJ as of Q2 2020.

Bedel Financial Consulting reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Bedel Financial Consulting sold 1,995 WisdomTree Japan Hedged Equity Fund shares in Q2 2020, an estimated $28K.
Bedel Financial Consulting first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2018 and held it in 9 quarters.
Bedel Financial Consulting's WisdomTree Japan Hedged Equity Fund position peaked at $37K in Q1 2018.
179 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2020.

Based on Bedel Financial Consulting's 13F filing for Q2 2020, filed 14 Jul 2020.