LVW Advisors
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LVW Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

LVW Advisors’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
2020
Q4 		– Sell
-91,698
Closed -$1.5M – 203
2020
Q3 		$1.5M Hold
91,698
– – 0.33% 59
2020
Q2 		$1.44M Sell
91,698
-4,827
-5% -$73.2K 0.35% 56
2020
Q1 		$1.36M Buy
96,525
+34,299
+55% +$562K 0.36% 57
2019
Q4 		$1.12M Hold
62,226
– – 0.25% 69
2019
Q3 		$1.05M Hold
62,226
– – 0.26% 69
2019
Q2 		$1.01M Sell
62,226
-245,073
-80% -$4.07M 0.28% 62
2019
Q1 		$5.18M Sell
307,299
-22,269
-7% -$370K 1.38% 15
2018
Q4 		$5.1M Sell
329,568
-5,687,175
-95% -$98.9M 1.72% 11
2018
Q3 		$8.72M Buy
6,016,743
+5,663,016
+1,601% +$104M 2.45% 7
2018
Q2 		$6.36M Buy
353,727
+8,109
+2% +$153K 2.02% 7
2018
Q1 		$6.45M Buy
345,618
+10,131
+3% +$197K 2% 9
2017
Q4 		$6.64M Buy
+335,487
New +$6.45M 1.94% 9
2017
Q3 		– Sell
-336,096
Closed -$5.83M – 140
2017
Q2 		$5.83M Sell
336,096
-4,377
-1% -$74.6K 2.05% 7
2017
Q1 		$5.74M Sell
340,473
-249,834
-42% -$4.24M 2.06% 8
2016
Q4 		$9.7M Sell
590,307
-1,314,648
-69% -$20.6M 3.41% 5
2016
Q3 		$27.2M Buy
1,904,955
+229,647
+14% +$3.18M 8.93% 3
2016
Q2 		$21.7M Sell
1,675,308
-244,068
-13% -$3.43M 8.13% 3
2016
Q1 		$28M Buy
1,919,376
+771,450
+67% +$11.3M 8.94% 3
2015
Q4 		$19.2M Buy
1,147,926
+30,852
+3% +$547K 7.5% 2
2015
Q3 		$18.1M Buy
1,117,074
+105,528
+10% +$1.9M 8.36% 3
2015
Q2 		$19.3M Buy
1,011,546
+188,841
+23% +$3.65M 8.21% 2
2015
Q1 		$15.1M Buy
822,705
+292,500
+55% +$5.08M 7.2% 2
2014
Q4 		$8.7M Buy
+530,205
New +$9.23M 4.79% 2

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Permanens Capital
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

LVW Advisors's DXJ Position: Q4 2020 in Review

LVW Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2020, closing a stake of 91,698 shares — an estimated $1.5M sold.

LVW Advisors first reported a position in DXJ in Q4 2014 and held it in 23 quarters. The position peaked at $28M in Q1 2016. 167 funds tracked by Wall St. Rank hold DXJ as of Q4 2020.

  • LVW Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2020 after selling out during the quarter.
  • LVW Advisors sold 91,698 WisdomTree Japan Hedged Equity Fund shares in Q4 2020, an estimated $1.5M.
  • LVW Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 23 quarters.
  • LVW Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $28M in Q1 2016.
  • 167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2020.

Based on LVW Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.