Jackson Financial Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Jackson Financial Management’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 Q3	–	Sell	-94,231	Closed	-$4.59M	–	35
2019 Q2	$4.59M	Buy	94,231 +35	+0%	+$1.75K	2.99%	14
2019 Q1	$4.77M	Buy	94,196 +42,490	+82%	+$2.12M	3.17%	13
2018 Q4	$2.4M	Sell	51,706 -25,380	-33%	-$1.32M	2.65%	15
2018 Q3	$4.47M	Sell	77,086 -430	-0.6%	-$23.6K	3.55%	12
2018 Q2	$4.18M	Buy	77,516 +6,206	+9%	+$351K	3.73%	13
2018 Q1	$3.99M	Buy	71,310 +5,735	+9%	+$334K	3.67%	13
2017 Q4	$3.89M	Buy	+65,575	New	+$3.78M	3.55%	12

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Jackson Financial Management's DXJ Position: Q3 2019 in Review

Jackson Financial Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2019, closing a stake of 94,231 shares — an estimated $4.59M sold.

Jackson Financial Management first reported a position in DXJ in Q4 2017 and held it in 7 quarters. The position peaked at $4.77M in Q1 2019. 217 funds tracked by Wall St. Rank hold DXJ as of Q3 2019.

Jackson Financial Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Jackson Financial Management sold 94,231 WisdomTree Japan Hedged Equity Fund shares in Q3 2019, an estimated $4.59M.
Jackson Financial Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 7 quarters.
Jackson Financial Management's WisdomTree Japan Hedged Equity Fund position peaked at $4.77M in Q1 2019.
217 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2019.

Based on Jackson Financial Management's 13F filing for Q3 2019, filed 1 Nov 2019.