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City Financial Investment Company’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

City Financial Investment Company’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
2018
Q1 		– Sell
-650,000
Closed -$38.6M – 88
2017
Q4 		$38.6M Buy
+650,000
New +$37.5M 4.64% 3
2017
Q2 		– Sell
-1,444,000
Closed -$73.1M – 97
2017
Q1 		$73.1M Buy
+1,444,000
New +$73.6M 11.44% 3

Other funds holding DXJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

City Financial Investment Company's DXJ Position: Q1 2018 in Review

City Financial Investment Company sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2018, closing a stake of 650,000 shares — an estimated $38.6M sold.

City Financial Investment Company first reported a position in DXJ in Q1 2017 and held it in 2 quarters. The position peaked at $73.1M in Q1 2017. 330 funds tracked by Wall St. Rank hold DXJ as of Q1 2018.

  • City Financial Investment Company reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
  • City Financial Investment Company sold 650,000 WisdomTree Japan Hedged Equity Fund shares in Q1 2018, an estimated $38.6M.
  • City Financial Investment Company first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2017 and held it in 2 quarters.
  • City Financial Investment Company's WisdomTree Japan Hedged Equity Fund position peaked at $73.1M in Q1 2017.
  • 330 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2018.

Based on City Financial Investment Company's 13F filing for Q1 2018, filed 15 May 2018.