M&R Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

M&R 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
2020 Q1	–	Sell	-75	Closed	-$4K	–	467
2019 Q4	$4K	Hold	75	–	–	﹤0.01%	432
2019 Q3	$3K	Hold	75	–	–	﹤0.01%	458
2019 Q2	$3K	Hold	75	–	–	﹤0.01%	465
2019 Q1	$3K	Hold	75	–	–	﹤0.01%	466
2018 Q4	$3K	Hold	75	–	–	﹤0.01%	467
2018 Q3	$4K	Hold	75	–	–	﹤0.01%	482
2018 Q2	$4K	Sell	75 -250	-77%	-$14.1K	﹤0.01%	474
2018 Q1	$18K	Hold	325	–	–	﹤0.01%	389
2017 Q4	$19K	Buy	+325	New	+$18.8K	﹤0.01%	384
2016 Q1	–	Sell	-12,639	Closed	-$633K	–	182
2015 Q4	$633K	Buy	12,639 +2,240	+22%	+$119K	0.18%	98
2015 Q3	$506K	Hold	10,399	–	–	0.14%	111
2015 Q2	$595K	Buy	10,399 +205	+2%	+$11.9K	0.14%	110
2015 Q1	$562K	Sell	10,194 -1,480	-13%	-$77.1K	0.13%	118
2014 Q4	$575K	Buy	11,674 +6,286	+117%	+$328K	0.14%	112
2014 Q3	$282K	Hold	5,388	–	–	0.07%	175
2014 Q2	$266K	Buy	5,388 +70	+1%	+$3.31K	0.06%	176
2014 Q1	$252K	Sell	5,318 -105	-2%	-$5K	0.06%	177
2013 Q4	$276	Buy	+5,423	New	+$264K	0.07%	164

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&R Capital Management's DXJ Position: Q1 2020 in Review

M&R Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 75 shares — an estimated $4K sold.

M&R Capital Management first reported a position in DXJ in Q4 2013 and held it in 18 quarters. The position peaked at $633K in Q4 2015. 200 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

M&R Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
M&R Capital Management sold 75 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $4K.
M&R Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 18 quarters.
M&R Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $633K in Q4 2015.
200 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on M&R Capital Management's 13F filing for Q1 2020, filed 2 Apr 2020.