Braun-Bostich & Associates’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Braun-Bostich & Associates’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 Q1	–	Sell	-133,650	Closed	-$2.42M	–	312
2019 Q4	$2.42M	Buy	133,650 +8,058	+6%	+$143K	2.38%	8
2019 Q3	$2.11M	Buy	125,592 +29,637	+31%	+$478K	2.45%	8
2019 Q2	$1.56M	Buy	95,955 +56,655	+144%	+$942K	1.63%	10
2019 Q1	$663K	Buy	+39,300	New	+$653K	0.69%	29

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Braun-Bostich & Associates's DXJ Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 133,650 shares — an estimated $2.42M sold.

Braun-Bostich & Associates first reported a position in DXJ in Q1 2019 and held it in 4 quarters. The position peaked at $2.42M in Q4 2019. 199 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

Braun-Bostich & Associates reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 133,650 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $2.42M.
Braun-Bostich & Associates first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2019 and held it in 4 quarters.
Braun-Bostich & Associates's WisdomTree Japan Hedged Equity Fund position peaked at $2.42M in Q4 2019.
199 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.