Certified Advisory Corp’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Certified Advisory Corp’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	-315	Closed	-$4K	–	763
2020 Q1	$4K	Hold	315	–	–	﹤0.01%	632
2019 Q4	$6K	Hold	315	–	–	﹤0.01%	640
2019 Q3	$5K	Buy	315 +3	+1%	+$48	﹤0.01%	666
2019 Q2	$5K	Hold	312	–	–	﹤0.01%	676
2019 Q1	$5K	Hold	312	–	–	﹤0.01%	629
2018 Q4	$5K	Hold	312	–	–	﹤0.01%	621
2018 Q3	$6K	Hold	312	–	–	﹤0.01%	634
2018 Q2	$6K	Buy	312 +3	+1%	+$57	﹤0.01%	606
2018 Q1	$5K	Buy	309 +3	+1%	+$58	﹤0.01%	593
2017 Q4	$6K	Buy	+306	New	+$5.88K	﹤0.01%	541

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

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

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

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Certified Advisory Corp's DXJ Position: Q2 2020 in Review

Certified Advisory Corp sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2020, closing a stake of 315 shares — an estimated $4K sold.

Certified Advisory Corp first reported a position in DXJ in Q4 2017 and held it in 10 quarters. The position peaked at $6K in Q4 2019. 179 funds tracked by Wall St. Rank hold DXJ as of Q2 2020.

Certified Advisory Corp reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 315 WisdomTree Japan Hedged Equity Fund shares in Q2 2020, an estimated $4K.
Certified Advisory Corp first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 10 quarters.
Certified Advisory Corp's WisdomTree Japan Hedged Equity Fund position peaked at $6K in Q4 2019.
179 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.