Capital Asset Advisory Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-75	Closed	-$4K	–	891
2020 Q4	$4K	Buy	+75	New	+$3.87K	﹤0.01%	1311
2020 Q1	–	Sell	-18	Closed	-$1K	–	527
2019 Q4	$1K	Buy	+18	New	+$961	﹤0.01%	580

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Asset Advisory Services's DXJ Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2021, closing a stake of 75 shares — an estimated $4K sold.

Capital Asset Advisory Services first reported a position in DXJ in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 185 funds tracked by Wall St. Rank hold DXJ as of Q1 2021.

Capital Asset Advisory Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 75 WisdomTree Japan Hedged Equity Fund shares in Q1 2021, an estimated $4K.
Capital Asset Advisory Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2019 and held it in 2 quarters.
Capital Asset Advisory Services's WisdomTree Japan Hedged Equity Fund position peaked at $4K in Q4 2020.
185 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.