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 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

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

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

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

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

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

Evolution Wealth Advisors's DXJ Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2021, closing a stake of 210 shares — an estimated $13K sold.

Evolution Wealth Advisors first reported a position in DXJ in Q4 2018 and held it in 6 quarters. The position peaked at $237K in Q4 2019. 192 funds tracked by Wall St. Rank hold DXJ as of Q4 2021.

Evolution Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 210 WisdomTree Japan Hedged Equity Fund shares in Q4 2021, an estimated $13K.
Evolution Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2018 and held it in 6 quarters.
Evolution Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $237K in Q4 2019.
192 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.