Crescent Grove Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Crescent Grove 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
2019 Q2	–	Sell	-4,041	Closed	-$205K	–	162
2019 Q1	$205K	Sell	4,041 -9,988	-71%	-$498K	0.04%	140
2018 Q4	$651K	Buy	14,029 +2,019	+17%	+$105K	0.14%	84
2018 Q3	$696K	Sell	12,010 -6,915	-37%	-$380K	0.15%	71
2018 Q2	$1.02M	Hold	18,925	–	–	0.25%	56
2018 Q1	$1.06M	Buy	18,925 +135	+0.7%	+$7.86K	0.26%	53
2017 Q4	$1.11M	Buy	18,790 +980	+6%	+$56.5K	0.28%	49
2017 Q3	$974K	Hold	17,810	–	–	0.25%	54
2017 Q2	$926K	Buy	+17,810	New	+$911K	0.27%	50

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Crescent Grove Advisors's DXJ Position: Q2 2019 in Review

Crescent Grove Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2019, closing a stake of 4,041 shares — an estimated $205K sold.

Crescent Grove Advisors first reported a position in DXJ in Q2 2017 and held it in 8 quarters. The position peaked at $1.11M in Q4 2017. 237 funds tracked by Wall St. Rank hold DXJ as of Q2 2019.

Crescent Grove Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
Crescent Grove Advisors sold 4,041 WisdomTree Japan Hedged Equity Fund shares in Q2 2019, an estimated $205K.
Crescent Grove Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2017 and held it in 8 quarters.
Crescent Grove Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1.11M in Q4 2017.
237 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2019.

Based on Crescent Grove Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.