EWA
DXJ icon

Evolution Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Evolution Wealth 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
-210
Closed -$13K – 291
2021
Q3 		$13K Buy
+210
New +$12.9K ﹤0.01% 366
2020
Q2 		– Sell
-2,491
Closed -$105K – 543
2020
Q1 		$105K Sell
2,491
-1,911
-43% -$93.9K 0.04% 84
2019
Q4 		$237K Buy
4,402
+736
+20% +$39.3K 0.06% 71
2019
Q3 		$185K Buy
+3,666
New +$177K 0.09% 33
2019
Q2 		– Sell
-950
Closed -$48K – 469
2019
Q1 		$48K Sell
950
-1,770
-65% -$88.2K 0.02% 80
2018
Q4 		$126K Buy
+2,720
New +$142K 0.06% 69

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return