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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
-30,566
Closed -$1.5M – 203
2020
Q3 		$1.5M Hold
30,566
– – 0.33% 59
2020
Q2 		$1.44M Sell
30,566
-1,609
-5% -$73.2K 0.35% 56
2020
Q1 		$1.36M Buy
32,175
+11,433
+55% +$562K 0.36% 57
2019
Q4 		$1.12M Hold
20,742
– – 0.25% 69
2019
Q3 		$1.05M Hold
20,742
– – 0.26% 69
2019
Q2 		$1.01M Sell
20,742
-81,691
-80% -$4.07M 0.28% 62
2019
Q1 		$5.18M Sell
102,433
-7,423
-7% -$370K 1.38% 15
2018
Q4 		$5.1M Sell
109,856
-1,895,725
-95% -$98.9M 1.72% 11
2018
Q3 		$8.72M Buy
2,005,581
+1,887,672
+1,601% +$104M 2.45% 7
2018
Q2 		$6.37M Buy
117,909
+2,703
+2% +$153K 2.02% 7
2018
Q1 		$6.45M Buy
115,206
+3,377
+3% +$197K 2% 9
2017
Q4 		$6.63M Buy
+111,829
New +$6.45M 1.94% 9
2017
Q3 		– Sell
-112,032
Closed -$5.83M – 140
2017
Q2 		$5.83M Sell
112,032
-1,459
-1% -$74.6K 2.05% 7
2017
Q1 		$5.75M Sell
113,491
-83,278
-42% -$4.24M 2.06% 8
2016
Q4 		$9.75M Sell
196,769
-438,216
-69% -$20.6M 3.41% 5
2016
Q3 		$27.3M Buy
634,985
+76,549
+14% +$3.18M 8.93% 3
2016
Q2 		$21.7M Sell
558,436
-81,356
-13% -$3.43M 8.13% 3
2016
Q1 		$28M Buy
639,792
+257,150
+67% +$11.3M 8.94% 3
2015
Q4 		$19.2M Buy
382,642
+10,284
+3% +$547K 7.5% 2
2015
Q3 		$18.1M Buy
372,358
+35,176
+10% +$1.9M 8.36% 3
2015
Q2 		$19.3M Buy
337,182
+62,947
+23% +$3.65M 8.21% 2
2015
Q1 		$15.1M Buy
274,235
+97,500
+55% +$5.08M 7.2% 2
2014
Q4 		$8.7M Buy
+176,735
New +$9.23M 4.79% 2

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 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 30,566 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 30,566 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.