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Bellecapital’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bellecapital’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
-18,050
Closed -$761K – 161
2020
Q1 		$761K Sell
18,050
-22,085
-55% -$1.09M 0.49% 50
2019
Q4 		$2.16M Sell
40,135
-30,274
-43% -$1.62M 1.11% 23
2019
Q3 		$3.55M Sell
70,409
-3,427
-5% -$166K 2.13% 14
2019
Q2 		$3.6M Sell
73,836
-4,297
-5% -$214K 2.24% 15
2019
Q1 		$3.95M Sell
78,133
-20,490
-21% -$1.02M 2.52% 14
2018
Q4 		$4.58M Sell
98,623
-9,488
-9% -$495K 3.26% 13
2018
Q3 		$6.26M Sell
108,111
-3,316
-3% -$182K 4.11% 6
2018
Q2 		$6.01M Buy
111,427
+54,415
+95% +$3.08M 4.34% 6
2018
Q1 		$3.19M Sell
57,012
-54,431
-49% -$3.17M 2.99% 14
2017
Q4 		$6.61M Buy
111,443
+53,060
+91% +$3.06M 5.34% 1
2017
Q3 		$3.19M Sell
58,383
-63,353
-52% -$3.32M 3.77% 9
2017
Q2 		$6.33M Buy
121,736
+51,947
+74% +$2.66M 5.55% 2
2017
Q1 		$3.53M Sell
69,789
-66,295
-49% -$3.38M 3.27% 11
2016
Q4 		$6.74M Sell
136,084
-6,342
-4% -$298K 6% 1
2016
Q3 		$6.11M Sell
142,426
-6,580
-4% -$273K 6.8% 1
2016
Q2 		$5.78M Buy
149,006
+4,700
+3% +$198K 6.33% 1
2016
Q1 		$6.31M Sell
144,306
-110
-0.1% -$4.86K 8.44% 1
2015
Q4 		$7.23M Buy
144,416
+2,457
+2% +$131K 9.25% 1
2015
Q3 		$6.91M Buy
141,959
+24,385
+21% +$1.32M 10.22% 1
2015
Q2 		$6.72M Sell
117,574
-6,568
-5% -$381K 8.62% 4
2015
Q1 		$6.84M Buy
124,142
+29,163
+31% +$1.52M 9.13% 3
2014
Q4 		$4.68M Sell
94,979
-8,010
-8% -$418K 6.36% 4
2014
Q3 		$5.39M Sell
102,989
-5,840
-5% -$294K 6.29% 4
2014
Q2 		$5.37M Buy
108,829
+10,260
+10% +$486K 5.27% 4
2014
Q1 		$4.67M Buy
98,569
+8,032
+9% +$383K 4.05% 7
2013
Q4 		$4.6M Buy
+90,537
New +$4.4M 4.41% 8

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bellecapital's DXJ Position: Q2 2020 in Review

Bellecapital sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2020, closing a stake of 18,050 shares — an estimated $761K sold.

Bellecapital first reported a position in DXJ in Q4 2013 and held it in 26 quarters. The position peaked at $7.23M in Q4 2015. 179 funds tracked by Wall St. Rank hold DXJ as of Q2 2020.

  • Bellecapital reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
  • Bellecapital sold 18,050 WisdomTree Japan Hedged Equity Fund shares in Q2 2020, an estimated $761K.
  • Bellecapital first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 26 quarters.
  • Bellecapital's WisdomTree Japan Hedged Equity Fund position peaked at $7.23M in Q4 2015.
  • 179 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2020.

Based on Bellecapital's 13F filing for Q2 2020, filed 16 Jul 2020.