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Investment House LLC’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Investment House LLC’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
Q1 		– Sell
-14,790
Closed -$292K – 190
2017
Q4 		$292K Buy
+14,790
New +$284K 0.04% 166
2016
Q2 		– Sell
-36,135
Closed -$526K – 184
2016
Q1 		$526K Buy
+36,135
New +$532K 0.08% 131

Other funds holding DXJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Investment House LLC's DXJ Position: Q1 2018 in Review

Investment House LLC sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2018, closing a stake of 14,790 shares — an estimated $292K sold.

Investment House LLC first reported a position in DXJ in Q1 2016 and held it in 2 quarters. The position peaked at $526K in Q1 2016. 330 funds tracked by Wall St. Rank hold DXJ as of Q1 2018.

  • Investment House LLC reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
  • Investment House LLC sold 14,790 WisdomTree Japan Hedged Equity Fund shares in Q1 2018, an estimated $292K.
  • Investment House LLC first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2016 and held it in 2 quarters.
  • Investment House LLC's WisdomTree Japan Hedged Equity Fund position peaked at $526K in Q1 2016.
  • 330 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2018.

Based on Investment House LLC's 13F filing for Q1 2018, filed 8 May 2018.