Lloyd Advisory Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-16	Closed	-$1K	–	404
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	349
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	331
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	297
2020 Q2	$1K	Buy	16 +1	+7%	+$45	﹤0.01%	281
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	237
2019 Q4	$1K	Buy	+15	New	+$801	﹤0.01%	326

Other funds holding DXJ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

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

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

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

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

Lloyd Advisory Services's DXJ Position: Q2 2021 in Review

Lloyd Advisory Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2021, closing a stake of 16 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in DXJ in Q4 2019 and held it in 6 quarters. The position peaked at $1K in Q1 2021. 175 funds tracked by Wall St. Rank hold DXJ as of Q2 2021.

Lloyd Advisory Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
Lloyd Advisory Services sold 16 WisdomTree Japan Hedged Equity Fund shares in Q2 2021, an estimated $1K.
Lloyd Advisory Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2019 and held it in 6 quarters.
Lloyd Advisory Services's WisdomTree Japan Hedged Equity Fund position peaked at $1K in Q1 2021.
175 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2021.

Based on Lloyd Advisory Services's 13F filing for Q2 2021, filed 9 Aug 2021.