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Gofen & Glossberg’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Gofen & Glossberg’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
-4,100
Closed -$259K – 629
2021
Q3 		$259K Sell
4,100
-5,900
-59% -$364K 0.01% 479
2021
Q2 		$610K Sell
10,000
-3,600
-26% -$219K 0.01% 304
2021
Q1 		$834K Sell
13,600
-20,300
-60% -$1.18M 0.02% 253
2020
Q4 		$1.84M Sell
33,900
-5,000
-13% -$258K 0.05% 183
2020
Q3 		$1.91M Sell
38,900
-9,200
-19% -$441K 0.06% 166
2020
Q2 		$2.26M Sell
48,100
-700
-1% -$31.8K 0.08% 150
2020
Q1 		$2.06M Sell
48,800
-2,850
-6% -$140K 0.08% 148
2019
Q4 		$2.78M Sell
51,650
-550
-1% -$29.4K 0.09% 140
2019
Q3 		$2.63M Sell
52,200
-1,100
-2% -$53.2K 0.09% 143
2019
Q2 		$2.6M Buy
53,300
+6,150
+13% +$307K 0.09% 143
2019
Q1 		$2.39M Hold
47,150
– – 0.08% 148
2018
Q4 		$2.19M Sell
47,150
-200
-0.4% -$10.4K 0.09% 149
2018
Q3 		$2.74M Hold
47,350
– – 0.09% 145
2018
Q2 		$2.56M Sell
47,350
-350
-0.7% -$19.8K 0.09% 145
2018
Q1 		$2.67M Sell
47,700
-900
-2% -$52.4K 0.1% 141
2017
Q4 		$2.88M Buy
48,600
+1,900
+4% +$110K 0.1% 139
2017
Q3 		$2.55M Buy
46,700
+4,850
+12% +$254K 0.09% 149
2017
Q2 		$2.18M Buy
41,850
+7,250
+21% +$371K 0.08% 164
2017
Q1 		$1.75M Buy
34,600
+2,400
+7% +$122K 0.07% 176
2016
Q4 		$1.59M Sell
32,200
-1,300
-4% -$61.1K 0.07% 176
2016
Q3 		$1.44M Buy
33,500
+426
+1% +$17.7K 0.06% 182
2016
Q2 		$1.28M Hold
33,074
– – 0.05% 186
2016
Q1 		$1.45M Sell
33,074
-445
-1% -$19.6K 0.06% 180
2015
Q4 		$1.68M Buy
33,519
+8,092
+32% +$431K 0.07% 168
2015
Q3 		$1.24M Buy
25,427
+1,203
+5% +$65.1K 0.06% 191
2015
Q2 		$1.39M Sell
24,224
-127
-0.5% -$7.36K 0.06% 189
2015
Q1 		$1.34M Hold
24,351
– – 0.06% 191
2014
Q4 		$1.2M Sell
24,351
-4,500
-16% -$235K 0.05% 197
2014
Q3 		$1.51M Buy
28,851
+200
+0.7% +$10.1K 0.07% 181
2014
Q2 		$1.41M Buy
+28,651
New +$1.36M 0.06% 181

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Goldman Sachs
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gofen & Glossberg's DXJ Position: Q4 2021 in Review

Gofen & Glossberg sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2021, closing a stake of 4,100 shares — an estimated $259K sold.

Gofen & Glossberg first reported a position in DXJ in Q2 2014 and held it in 30 quarters. The position peaked at $2.88M in Q4 2017. 192 funds tracked by Wall St. Rank hold DXJ as of Q4 2021.

  • Gofen & Glossberg reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
  • Gofen & Glossberg sold 4,100 WisdomTree Japan Hedged Equity Fund shares in Q4 2021, an estimated $259K.
  • Gofen & Glossberg first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2014 and held it in 30 quarters.
  • Gofen & Glossberg's WisdomTree Japan Hedged Equity Fund position peaked at $2.88M in Q4 2017.
  • 192 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2021.

Based on Gofen & Glossberg's 13F filing for Q4 2021, filed 25 Jan 2022.