Clean Yield Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Clean Yield Group’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	-314	Closed	-$17K	–	391
2019 Q4	$17K	Buy	+314	New	+$16.8K	0.01%	288
2015 Q2	–	Sell	-120	Closed	-$7K	–	168
2015 Q1	$7K	Buy	+120	New	+$6.25K	﹤0.01%	300

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

Clean Yield Group's DXJ Position: Q1 2020 in Review

Clean Yield Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 314 shares — an estimated $17K sold.

Clean Yield Group first reported a position in DXJ in Q1 2015 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 199 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

Clean Yield Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Clean Yield Group sold 314 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $17K.
Clean Yield Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2015 and held it in 2 quarters.
Clean Yield Group's WisdomTree Japan Hedged Equity Fund position peaked at $17K in Q4 2019.
199 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Clean Yield Group's 13F filing for Q1 2020, filed 20 Apr 2020.