IIA
DXJ icon

IPG Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

IPG Investment 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
-42,201
Closed -$653K – 155
2018
Q4 		$653K Sell
42,201
-25,938
-38% -$451K 0.25% 54
2018
Q3 		$1.32M Buy
68,139
+756
+1% +$13.8K 0.43% 36
2018
Q2 		$1.21M Sell
67,383
-1,200
-2% -$22.6K 0.42% 38
2018
Q1 		$1.28M Buy
68,583
+8,610
+14% +$167K 0.42% 36
2017
Q4 		$1.19M Sell
59,973
-13,065
-18% -$251K 0.49% 36
2017
Q3 		$1.33M Buy
73,038
+13,233
+22% +$231K 0.46% 38
2017
Q2 		$1.04M Sell
59,805
-7,590
-11% -$129K 0.42% 41
2017
Q1 		$1.14M Sell
67,395
-20,235
-23% -$344K 0.51% 35
2016
Q4 		$1.45M Buy
87,630
+1,245
+1% +$19.5K 0.59% 36
2016
Q3 		$1.24M Sell
86,385
-23,790
-22% -$329K 0.52% 36
2016
Q2 		$1.42M Buy
110,175
+3,270
+3% +$46K 0.59% 41
2016
Q1 		$1.56M Sell
106,905
-22,803
-18% -$335K 0.7% 33
2015
Q4 		$2.17M Buy
129,708
+34,035
+36% +$604K 1% 27
2015
Q3 		$1.55M Buy
95,673
+18,180
+23% +$328K 0.72% 30
2015
Q2 		$1.48M Buy
77,493
+23,163
+43% +$448K 0.54% 39
2015
Q1 		$998K Buy
54,330
+4,080
+8% +$70.8K 0.38% 51
2014
Q4 		$825K Buy
50,250
+7,860
+19% +$137K 0.32% 49
2014
Q3 		$739K Sell
42,390
-990
-2% -$16.6K 0.27% 48
2014
Q2 		$717K Buy
43,380
+17,250
+66% +$272K 0.31% 45
2014
Q1 		$412K Buy
+26,130
New +$415K 0.19% 49

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 $1.78B AUM 13.07% 1-Year Est. Return

IPG Investment Advisors's DXJ Position: Q1 2019 in Review

IPG Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2019, closing a stake of 42,201 shares — an estimated $653K sold.

IPG Investment Advisors first reported a position in DXJ in Q1 2014 and held it in 20 quarters. The position peaked at $2.17M in Q4 2015. 271 funds tracked by Wall St. Rank hold DXJ as of Q1 2019.

  • IPG Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
  • IPG Investment Advisors sold 42,201 WisdomTree Japan Hedged Equity Fund shares in Q1 2019, an estimated $653K.
  • IPG Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2014 and held it in 20 quarters.
  • IPG Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $2.17M in Q4 2015.
  • 271 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2019.

Based on IPG Investment Advisors's 13F filing for Q1 2019, filed 10 May 2019.