Clearwater Capital Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Clearwater Capital Advisors’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
2022 Q2	–	Sell	-20,910	Closed	-$1.34M	–	155
2022 Q1	$1.34M	Sell	20,910 -180	-0.9%	-$11.3K	0.15%	68
2021 Q4	$1.32M	Sell	21,090 -1,062	-5%	-$66.7K	0.15%	72
2021 Q3	$1.4M	Sell	22,152 -12	-0.1%	-$739	0.16%	69
2021 Q2	$1.35M	Sell	22,164 -95	-0.4%	-$5.78K	0.16%	69
2021 Q1	$1.36M	Sell	22,259 -747	-3%	-$43.6K	0.17%	65
2020 Q4	$1.25M	Sell	23,006 -1,146	-5%	-$59.2K	0.17%	63
2020 Q3	$1.18M	Sell	24,152 -3,254	-12%	-$156K	0.19%	62
2020 Q2	$1.29M	Sell	27,406 -23,814	-46%	-$1.08M	0.22%	56
2020 Q1	$2.16M	Sell	51,220 -47,446	-48%	-$2.33M	0.47%	39
2019 Q4	$5.31M	Sell	98,666 -52,584	-35%	-$2.81M	0.88%	29
2019 Q3	$7.63M	Sell	151,250 -62,885	-29%	-$3.04M	1.35%	19
2019 Q2	$10.4M	Sell	214,135 -81,588	-28%	-$4.07M	1.89%	13
2019 Q1	$15M	Sell	295,723 -47,302	-14%	-$2.36M	2.81%	4
2018 Q4	$15.9M	Sell	343,025 -73,794	-18%	-$3.85M	3.49%	2
2018 Q3	$24.2M	Sell	416,819 -9,999	-2%	-$549K	4.71%	2
2018 Q2	$23M	Buy	426,818 +5,821	+1%	+$329K	4.72%	1
2018 Q1	$23.6M	Buy	420,997 +16,750	+4%	+$975K	4.87%	1
2017 Q4	$24M	Buy	404,247 +1,382	+0.3%	+$79.7K	5.26%	1
2017 Q3	$22.2M	Buy	402,865 +10,101	+3%	+$530K	5.16%	1
2017 Q2	$20.5M	Buy	392,764 +13,824	+4%	+$707K	5.24%	1
2017 Q1	$18.8M	Buy	378,940 +61,046	+19%	+$3.11M	5.16%	2
2016 Q4	$16M	Buy	317,894 +34,767	+12%	+$1.63M	5.56%	1
2016 Q3	$12.2M	Buy	283,127 +8,267	+3%	+$343K	4.28%	3
2016 Q2	$10.3M	Buy	+274,860	New	+$11.6M	3.81%	4

Other funds holding DXJ

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Clearwater Capital Advisors's DXJ Position: Q2 2022 in Review

Clearwater Capital Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2022, closing a stake of 20,910 shares — an estimated $1.34M sold.

Clearwater Capital Advisors first reported a position in DXJ in Q2 2016 and held it in 24 quarters. The position peaked at $24.2M in Q3 2018. 202 funds tracked by Wall St. Rank hold DXJ as of Q2 2022.

Clearwater Capital Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2022 after selling out during the quarter.
Clearwater Capital Advisors sold 20,910 WisdomTree Japan Hedged Equity Fund shares in Q2 2022, an estimated $1.34M.
Clearwater Capital Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2016 and held it in 24 quarters.
Clearwater Capital Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $24.2M in Q3 2018.
202 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2022.

Based on Clearwater Capital Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.