GM Advisory Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

GM Advisory Group’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
2018 Q4	–	Sell	-75,588	Closed	-$4.38M	–	108
2018 Q3	$4.38M	Sell	75,588 -87,482	-54%	-$4.8M	1.37%	17
2018 Q2	$8.8M	Sell	163,070 -2,143	-1%	-$121K	2.61%	13
2018 Q1	$9.25M	Sell	165,213 -8,297	-5%	-$483K	2.79%	13
2017 Q4	$10.3M	Buy	173,510 +2,605	+2%	+$150K	2.8%	12
2017 Q3	$9.35M	Buy	170,905 +3,215	+2%	+$169K	2.85%	13
2017 Q2	$8.72M	Buy	167,690 +10,670	+7%	+$546K	2.75%	13
2017 Q1	$7.95M	Buy	157,020 +26,106	+20%	+$1.33M	2.72%	14
2016 Q4	$6.49M	Buy	130,914 +2,317	+2%	+$109K	2.27%	16
2016 Q3	$5.52M	Sell	128,597 -1,830	-1%	-$76K	2.05%	19
2016 Q2	$5.06M	Buy	130,427 +14,022	+12%	+$591K	1.9%	19
2016 Q1	$5.21M	Buy	+116,405	New	+$5.14M	2.24%	17
2015 Q4	–	Sell	-245,298	Closed	-$11.9M	–	48
2015 Q3	$11.9M	Sell	245,298 -21,402	-8%	-$1.16M	6.17%	6
2015 Q2	$15.3M	Sell	266,700 -206,364	-44%	-$12M	6.01%	7
2015 Q1	$26.1M	Buy	473,064 +74,904	+19%	+$3.9M	10.55%	2
2014 Q4	$19.6M	Buy	398,160 +238,500	+149%	+$12.4M	10.57%	2
2014 Q3	$8.35M	Buy	+159,660	New	+$8.04M	6.26%	6
2014 Q1	–	Sell	-166,056	Closed	-$8.44M	–	81
2013 Q4	$8.44M	Buy	+166,056	New	+$8.07M	8.68%	5

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GM Advisory Group's DXJ Position: Q4 2018 in Review

GM Advisory Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2018, closing a stake of 75,588 shares — an estimated $4.38M sold.

GM Advisory Group first reported a position in DXJ in Q4 2013 and held it in 17 quarters. The position peaked at $26.1M in Q1 2015. 269 funds tracked by Wall St. Rank hold DXJ as of Q4 2018.

GM Advisory Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
GM Advisory Group sold 75,588 WisdomTree Japan Hedged Equity Fund shares in Q4 2018, an estimated $4.38M.
GM Advisory Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 17 quarters.
GM Advisory Group's WisdomTree Japan Hedged Equity Fund position peaked at $26.1M in Q1 2015.
269 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2018.

Based on GM Advisory Group's 13F filing for Q4 2018, filed 13 Feb 2019.