Buckingham Strategic Wealth’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Buckingham Strategic Wealth’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 Q3	–	Sell	-17,955	Closed	-$291K	–	438
2019 Q2	$291K	Buy	+17,955	New	+$298K	0.03%	349
2015 Q2	–	Sell	-17,955	Closed	-$330K	–	230
2015 Q1	$330K	Buy	17,955 +2,505	+16%	+$43.5K	0.12%	134
2014 Q4	$254K	Hold	15,450	–	–	0.1%	157
2014 Q3	$269K	Hold	15,450	–	–	0.11%	129
2014 Q2	$254K	Buy	+15,450	New	+$244K	0.11%	136

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

Jane Street New York $1.21T AUM 78.12% 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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

PIP

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

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

RWM

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

Buckingham Strategic Wealth's DXJ Position: Q3 2019 in Review

Buckingham Strategic Wealth sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2019, closing a stake of 17,955 shares — an estimated $291K sold.

Buckingham Strategic Wealth first reported a position in DXJ in Q2 2014 and held it in 5 quarters. The position peaked at $330K in Q1 2015. 217 funds tracked by Wall St. Rank hold DXJ as of Q3 2019.

Buckingham Strategic Wealth reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Buckingham Strategic Wealth sold 17,955 WisdomTree Japan Hedged Equity Fund shares in Q3 2019, an estimated $291K.
Buckingham Strategic Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2014 and held it in 5 quarters.
Buckingham Strategic Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $330K in Q1 2015.
217 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2019, filed 12 Nov 2019.