Laurie J. Hall Trustee’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Laurie J. Hall Trustee’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 Q1	–	Sell	-5	Closed	–	–	338
2020 Q4	$0	Buy	+5	New	+$258	﹤0.01%	339
2019 Q4	$17K	Hold	310	–	–	0.01%	246
2019 Q3	$16K	Hold	310	–	–	0.01%	239
2019 Q2	$15K	Hold	310	–	–	0.01%	246
2019 Q1	$16K	Hold	310	–	–	0.01%	245
2018 Q4	$15K	Sell	310 -1,510	-83%	-$78.8K	0.01%	244
2018 Q3	$105K	Hold	1,820	–	–	0.06%	150
2018 Q2	$98K	Hold	1,820	–	–	0.06%	156
2018 Q1	$102K	Sell	1,820 -80	-4%	-$4.66K	0.06%	137
2017 Q4	$113K	Buy	+1,900	New	+$110K	0.06%	142

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

KAS

Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laurie J. Hall Trustee's DXJ Position: Q1 2021 in Review

Laurie J. Hall Trustee sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2021, closing a stake of 5 shares.

Laurie J. Hall Trustee first reported a position in DXJ in Q4 2017 and held it in 10 quarters. The position peaked at $113K in Q4 2017. 185 funds tracked by Wall St. Rank hold DXJ as of Q1 2021.

Laurie J. Hall Trustee reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
Laurie J. Hall Trustee sold 5 WisdomTree Japan Hedged Equity Fund shares in Q1 2021.
Laurie J. Hall Trustee first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 10 quarters.
Laurie J. Hall Trustee's WisdomTree Japan Hedged Equity Fund position peaked at $113K in Q4 2017.
185 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2021.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2021, filed 15 Apr 2021.