Dowling & Yahnke’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Dowling & Yahnke’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	-181	Closed	-$10K	–	307
2019 Q4	$10K	Buy	+181	New	+$9.66K	﹤0.01%	344

Other funds holding DXJ

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $860M AUM 17.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Dowling & Yahnke's DXJ Position: Q1 2020 in Review

Dowling & Yahnke sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 181 shares — an estimated $10K sold.

Dowling & Yahnke first reported a position in DXJ in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 200 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

Dowling & Yahnke reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Dowling & Yahnke sold 181 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $10K.
Dowling & Yahnke first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2019 and held it in 1 quarter.
Dowling & Yahnke's WisdomTree Japan Hedged Equity Fund position peaked at $10K in Q4 2019.
200 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.