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Edge Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Edge Wealth Management’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
-11,735
Closed -$630K – 640
2019
Q4 		$630K Sell
11,735
-1,120
-9% -$59.8K 0.13% 90
2019
Q3 		$648K Sell
12,855
-37
-0.3% -$1.79K 0.15% 83
2019
Q2 		$628K Sell
12,892
-2,951
-19% -$147K 0.14% 87
2019
Q1 		$802K Hold
15,843
– – 0.2% 77
2018
Q4 		$735K Buy
15,843
+3
+0% +$157 0.21% 71
2018
Q3 		$918K Sell
15,840
-100
-0.6% -$5.49K 0.22% 67
2018
Q2 		$860K Buy
15,940
+1,409
+10% +$79.7K 0.22% 66
2018
Q1 		$814K Buy
14,531
+1
+0% +$58 0.22% 68
2017
Q4 		$863K Buy
14,530
+614
+4% +$35.4K 0.24% 59
2017
Q3 		$762K Hold
13,916
– – 0.23% 57
2017
Q2 		$727K Buy
13,916
+1
+0% +$51 0.23% 65
2017
Q1 		$703K Sell
13,915
-100
-0.7% -$5.1K 0.24% 60
2016
Q4 		$695K Hold
14,015
– – 0.26% 67
2016
Q3 		$601K Buy
14,015
+7,183
+105% +$298K 0.26% 65
2016
Q2 		$265K Buy
6,832
+967
+16% +$40.8K 0.11% 96
2016
Q1 		$256K Sell
5,865
-13,958
-70% -$616K 0.12% 95
2015
Q4 		$996K Buy
19,823
+14,933
+305% +$795K 0.38% 50
2015
Q3 		$234K Buy
4,890
+1,890
+63% +$102K 0.09% 95
2015
Q2 		$172K Buy
3,000
+355
+13% +$20.6K 0.06% 114
2015
Q1 		$146K Hold
2,645
– – 0.05% 113
2014
Q4 		$131K Buy
2,645
+2,500
+1,724% +$130K 0.05% 123
2014
Q3 		$8K Hold
145
– – ﹤0.01% 320
2014
Q2 		$7K Buy
+145
New +$6.87K ﹤0.01% 311
2014
Q1 		– Sell
-1,050
Closed -$53K – 411
2013
Q4 		$53K Sell
1,050
-400
-28% -$19.4K 0.02% 161
2013
Q3 		$69K Buy
1,450
+250
+21% +$11.7K 0.04% 122
2013
Q2 		$55K Buy
+1,200
New +$56.1K 0.04% 122

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Edge Wealth Management's DXJ Position: Q1 2020 in Review

Edge Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 11,735 shares — an estimated $630K sold.

Edge Wealth Management first reported a position in DXJ in Q2 2013 and held it in 26 quarters. The position peaked at $996K in Q4 2015. 199 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

  • Edge Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Edge Wealth Management sold 11,735 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $630K.
  • Edge Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 26 quarters.
  • Edge Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $996K in Q4 2015.
  • 199 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.