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

Elmwood 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
2022 Q1	–	Sell	-102	Closed	-$2K	–	160
2021 Q4	$2K	Buy	+102	New	+$2.14K	﹤0.01%	343
2021 Q2	$2K	Hold	102	–	–	﹤0.01%	304
2021 Q1	$2K	Buy	+102	New	+$1.98K	﹤0.01%	295
2020 Q3	$2K	Hold	102	–	–	﹤0.01%	233
2020 Q2	$2K	Hold	102	–	–	﹤0.01%	233
2020 Q1	$1.9K	Buy	+102	New	+$1.67K	﹤0.01%	259
2019 Q4	–	Sell	-102	Closed	-$2K	–	127
2019 Q3	$2K	Hold	102	–	–	﹤0.01%	242
2019 Q2	$2K	Hold	102	–	–	﹤0.01%	262
2019 Q1	$2K	Hold	102	–	–	﹤0.01%	262
2018 Q4	$2K	Hold	102	–	–	﹤0.01%	275
2018 Q3	$1.97K	Hold	102	–	–	﹤0.01%	261
2018 Q2	$1.83K	Hold	102	–	–	﹤0.01%	259
2018 Q1	$1.9K	Buy	+102	New	+$1.98K	﹤0.01%	259

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Elmwood Wealth Management's DXJ Position: Q1 2022 in Review

Elmwood Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2022, closing a stake of 102 shares — an estimated $2K sold.

Elmwood Wealth Management first reported a position in DXJ in Q1 2018 and held it in 13 quarters. The position peaked at $2K in Q4 2021. 183 funds tracked by Wall St. Rank hold DXJ as of Q1 2022.

Elmwood Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 102 WisdomTree Japan Hedged Equity Fund shares in Q1 2022, an estimated $2K.
Elmwood Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $2K in Q4 2021.
183 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.