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EWM
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-34
Closed
-$2K
–
160
2021
Q4
$2K
Buy
+34
New
+$2.14K
﹤0.01%
343
2021
Q2
$2K
Hold
34
–
–
﹤0.01%
304
2021
Q1
$2K
Buy
+34
New
+$1.98K
﹤0.01%
295
2020
Q3
$2K
Hold
34
–
–
﹤0.01%
233
2020
Q2
$2K
Hold
34
–
–
﹤0.01%
233
2020
Q1
$1.9K
Buy
+34
New
+$1.67K
﹤0.01%
259
2019
Q4
–
Sell
-34
Closed
-$2K
–
127
2019
Q3
$2K
Hold
34
–
–
﹤0.01%
242
2019
Q2
$2K
Hold
34
–
–
﹤0.01%
262
2019
Q1
$2K
Hold
34
–
–
﹤0.01%
262
2018
Q4
$2K
Hold
34
–
–
﹤0.01%
275
2018
Q3
$1.97K
Hold
34
–
–
﹤0.01%
261
2018
Q2
$1.83K
Hold
34
–
–
﹤0.01%
259
2018
Q1
$1.9K
Buy
+34
New
+$1.98K
﹤0.01%
259
Other funds holding DXJ
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
PC
Permanens Capital
New York
$776M AUM
30.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Allianz Asset Management
Munich, Germany
$86.6B AUM
38.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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