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Edmonds Duncan Registered Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Edmonds Duncan Registered Investment 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
2021
Q4 		– Sell
-127,631
Closed -$8.06M – 147
2021
Q3 		$8.06M Buy
127,631
+6,165
+5% +$380K 2.45% 11
2021
Q2 		$7.41M Buy
121,466
+4,149
+4% +$253K 2.31% 11
2021
Q1 		$7.2M Sell
117,317
-280
-0.2% -$16.3K 2.39% 11
2020
Q4 		$6.91M Buy
117,597
+20,104
+21% +$1.04M 2.31% 12
2020
Q3 		$4.78M Sell
97,493
-306
-0.3% -$14.7K 1.99% 15
2020
Q2 		$4.6M Buy
97,799
+122
+0.1% +$5.55K 2% 15
2020
Q1 		$4.12M Buy
97,677
+405
+0.4% +$19.9K 2.09% 15
2019
Q4 		$5.23M Sell
97,272
-2,134
-2% -$114K 2.12% 14
2019
Q3 		$5.02M Sell
99,406
-5,652
-5% -$274K 2.11% 15
2019
Q2 		$5.23M Sell
105,058
-8,906
-8% -$444K 2.16% 15
2019
Q1 		$5.77M Buy
113,964
+3,175
+3% +$158K 2.4% 13
2018
Q4 		$5.14M Sell
110,789
-3,120
-3% -$163K 2.4% 13
2018
Q3 		$6.6M Buy
113,909
+2,751
+2% +$151K 2.7% 13
2018
Q2 		$6M Buy
111,158
+3,739
+3% +$212K 2.61% 12
2018
Q1 		$6.02M Buy
107,419
+3,743
+4% +$218K 2.7% 13
2017
Q4 		$6.15M Buy
103,676
+3,925
+4% +$226K 2.77% 11
2017
Q3 		$5.93M Buy
99,751
+31,317
+46% +$1.64M 2.76% 11
2017
Q2 		$3.56M Buy
68,434
+1,831
+3% +$93.7K 2.05% 18
2017
Q1 		$3.4M Buy
66,603
+3,380
+5% +$172K 1.8% 23
2016
Q4 		$3.13M Buy
63,223
+55,566
+726% +$2.61M 1.82% 23
2016
Q3 		$335K Buy
+7,657
New +$318K 0.2% 82

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $791M AUM 14.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's DXJ Position: Q4 2021 in Review

Edmonds Duncan Registered Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2021, closing a stake of 127,631 shares — an estimated $8.06M sold.

Edmonds Duncan Registered Investment Advisors first reported a position in DXJ in Q3 2016 and held it in 21 quarters. The position peaked at $8.06M in Q3 2021. 192 funds tracked by Wall St. Rank hold DXJ as of Q4 2021.

  • Edmonds Duncan Registered Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 127,631 WisdomTree Japan Hedged Equity Fund shares in Q4 2021, an estimated $8.06M.
  • Edmonds Duncan Registered Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2016 and held it in 21 quarters.
  • Edmonds Duncan Registered Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $8.06M in Q3 2021.
  • 192 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2021.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q4 2021, filed 27 Jan 2022.