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Bradley Foster & Sargent’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bradley Foster & Sargent’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
Q2 		– Sell
-18,354
Closed -$310K – 348
2019
Q1 		$310K Sell
18,354
-23,865
-57% -$396K 0.01% 304
2018
Q4 		$653K Sell
42,219
-1,920
-4% -$33.4K 0.03% 235
2018
Q3 		$853K Sell
44,139
-18,060
-29% -$330K 0.03% 236
2018
Q2 		$1.12M Sell
62,199
-46,710
-43% -$881K 0.04% 216
2018
Q1 		$2.03M Buy
108,909
+2,535
+2% +$49.2K 0.08% 161
2017
Q4 		$2.1M Sell
106,374
-4,995
-4% -$96.1K 0.08% 160
2017
Q3 		$2.03M Buy
111,369
+19,905
+22% +$348K 0.08% 158
2017
Q2 		$1.58M Buy
91,464
+435
+0.5% +$7.42K 0.06% 170
2017
Q1 		$1.54M Buy
91,029
+75,303
+479% +$1.28M 0.06% 175
2016
Q4 		$260K Buy
+15,726
New +$246K 0.01% 309
2016
Q2 		– Sell
-163,506
Closed -$2.38M – 336
2016
Q1 		$2.38M Sell
163,506
-38,640
-19% -$568K 0.11% 127
2015
Q4 		$3.37M Sell
202,146
-8,580
-4% -$152K 0.15% 115
2015
Q3 		$3.42M Buy
210,726
+10,920
+5% +$197K 0.17% 113
2015
Q2 		$3.81M Buy
199,806
+95,190
+91% +$1.84M 0.17% 113
2015
Q1 		$1.92M Buy
104,616
+77,751
+289% +$1.35M 0.09% 149
2014
Q4 		$441K Sell
26,865
-3,300
-11% -$57.4K 0.02% 264
2014
Q3 		$526K Sell
30,165
-1,995
-6% -$33.5K 0.03% 244
2014
Q2 		$529K Sell
32,160
-15,072
-32% -$238K 0.03% 236
2014
Q1 		$745K Sell
47,232
-7,755
-14% -$123K 0.04% 213
2013
Q4 		$932K Buy
54,987
+33,690
+158% +$546K 0.05% 201
2013
Q3 		$340K Sell
21,297
-12,846
-38% -$201K 0.02% 268
2013
Q2 		$519K Buy
+34,143
New +$532K 0.03% 225

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Bradley Foster & Sargent's DXJ Position: Q2 2019 in Review

Bradley Foster & Sargent sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2019, closing a stake of 18,354 shares — an estimated $310K sold.

Bradley Foster & Sargent first reported a position in DXJ in Q2 2013 and held it in 22 quarters. The position peaked at $3.81M in Q2 2015. 237 funds tracked by Wall St. Rank hold DXJ as of Q2 2019.

  • Bradley Foster & Sargent reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
  • Bradley Foster & Sargent sold 18,354 WisdomTree Japan Hedged Equity Fund shares in Q2 2019, an estimated $310K.
  • Bradley Foster & Sargent first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 22 quarters.
  • Bradley Foster & Sargent's WisdomTree Japan Hedged Equity Fund position peaked at $3.81M in Q2 2015.
  • 237 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2019.

Based on Bradley Foster & Sargent's 13F filing for Q2 2019, filed 8 Aug 2019.