Essex Savings Bank’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-1,442	Closed	-$70K	–	296
2019 Q2	$70K	Hold	1,442	–	–	0.02%	399
2019 Q1	$73K	Hold	1,442	–	–	0.04%	253
2018 Q4	$67K	Buy	+1,442	New	+$75.2K	0.04%	252

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

Jane Street New York $777B AUM 61.18% 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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

PIP

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

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

RWM

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

Essex Savings Bank's DXJ Position: Q3 2019 in Review

Essex Savings Bank sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2019, closing a stake of 1,442 shares — an estimated $70K sold.

Essex Savings Bank first reported a position in DXJ in Q4 2018 and held it in 3 quarters. The position peaked at $73K in Q1 2019. 217 funds tracked by Wall St. Rank hold DXJ as of Q3 2019.

Essex Savings Bank reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 1,442 WisdomTree Japan Hedged Equity Fund shares in Q3 2019, an estimated $70K.
Essex Savings Bank first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's WisdomTree Japan Hedged Equity Fund position peaked at $73K in Q1 2019.
217 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.