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

Heritage 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
2019
Q1 		– Sell
-717
Closed -$33K – 449
2018
Q4 		$33K Sell
717
-106,059
-99% -$5.53M 0.01% 223
2018
Q3 		$6.19M Buy
106,776
+5,402
+5% +$297K 1.21% 10
2018
Q2 		$5.48M Buy
101,374
+4,089
+4% +$231K 2.05% 9
2018
Q1 		$5.46M Buy
97,285
+3,634
+4% +$212K 2.27% 7
2017
Q4 		$5.56M Buy
93,651
+217
+0.2% +$12.5K 2.38% 6
2017
Q3 		$5.1M Buy
93,434
+1,797
+2% +$94.3K 2.57% 6
2017
Q2 		$4.77M Buy
91,637
+637
+0.7% +$32.6K 2.47% 7
2017
Q1 		$4.61M Buy
91,000
+7,470
+9% +$381K 2.48% 7
2016
Q4 		$4.14M Buy
83,530
+2,392
+3% +$112K 2.7% 8
2016
Q3 		$3.48M Sell
81,138
-1,956
-2% -$81.3K 2.41% 8
2016
Q2 		$3.22M Buy
83,094
+3,502
+4% +$148K 2.18% 10
2016
Q1 		$3.48M Buy
79,592
+1,743
+2% +$76.9K 2.72% 8
2015
Q4 		$3.9M Sell
77,849
-514
-0.7% -$27.4K 3.29% 7
2015
Q3 		$3.82M Buy
78,363
+1,519
+2% +$82.1K 3.28% 8
2015
Q2 		$4.4M Buy
76,844
+1,521
+2% +$88.2K 3.65% 5
2015
Q1 		$4.15M Buy
75,323
+4,769
+7% +$248K 3.42% 5
2014
Q4 		$3.47M Buy
+70,554
New +$3.68M 3.1% 6

Other funds holding DXJ

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM

Heritage Wealth Advisors's DXJ Position: Q1 2019 in Review

Heritage Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2019, closing a stake of 717 shares — an estimated $33K sold.

Heritage Wealth Advisors first reported a position in DXJ in Q4 2014 and held it in 17 quarters. The position peaked at $6.19M in Q3 2018. 271 funds tracked by Wall St. Rank hold DXJ as of Q1 2019.

  • Heritage Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 717 WisdomTree Japan Hedged Equity Fund shares in Q1 2019, an estimated $33K.
  • Heritage Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 17 quarters.
  • Heritage Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $6.19M in Q3 2018.
  • 271 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2019.

Based on Heritage Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.