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Litman Gregory Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Litman Gregory Wealth 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
2018
Q2 		– Sell
-1,100
Closed -$62K – 118
2018
Q1 		$62K Buy
+1,100
New +$64K 0.03% 82

Other funds holding DXJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Litman Gregory Wealth Management's DXJ Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2018, closing a stake of 1,100 shares — an estimated $62K sold.

Litman Gregory Wealth Management first reported a position in DXJ in Q1 2018 and held it in 1 quarter. The position peaked at $62K in Q1 2018. 312 funds tracked by Wall St. Rank hold DXJ as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 1,100 WisdomTree Japan Hedged Equity Fund shares in Q2 2018, an estimated $62K.
  • Litman Gregory Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $62K in Q1 2018.
  • 312 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.