LVM Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

LVM Capital 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 Q4	–	Sell	-83,440	Closed	-$4.83M	–	107
2018 Q3	$4.83M	Buy	83,440 +210	+0.3%	+$11.5K	1.1%	27
2018 Q2	$4.49M	Buy	83,230 +2,920	+4%	+$165K	1.08%	29
2018 Q1	$4.5M	Buy	80,310 +4,065	+5%	+$237K	1.04%	30
2017 Q4	$4.52M	Buy	+76,245	New	+$4.4M	1.02%	30

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LVM Capital Management's DXJ Position: Q4 2018 in Review

LVM Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2018, closing a stake of 83,440 shares — an estimated $4.83M sold.

LVM Capital Management first reported a position in DXJ in Q4 2017 and held it in 4 quarters. The position peaked at $4.83M in Q3 2018. 269 funds tracked by Wall St. Rank hold DXJ as of Q4 2018.

LVM Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
LVM Capital Management sold 83,440 WisdomTree Japan Hedged Equity Fund shares in Q4 2018, an estimated $4.83M.
LVM Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 4 quarters.
LVM Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $4.83M in Q3 2018.
269 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2018.

Based on LVM Capital Management's 13F filing for Q4 2018, filed 14 Jan 2019.