MinichMacGregor Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

MinichMacGregor Wealth 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 Q3	–	Sell	-250	Closed	-$13K	–	533
2018 Q2	$13K	Hold	250	–	–	0.01%	269
2018 Q1	$14K	Hold	250	–	–	0.01%	251
2017 Q4	$14K	Hold	250	–	–	0.01%	253
2017 Q3	$13K	Hold	250	–	–	0.01%	242
2017 Q2	$13K	Hold	250	–	–	0.01%	239
2017 Q1	$12K	Hold	250	–	–	0.01%	246
2016 Q4	$12K	Hold	250	–	–	0.01%	235
2016 Q3	$10K	Hold	250	–	–	0.01%	263
2016 Q2	$9K	Hold	250	–	–	0.01%	267
2016 Q1	$10K	Hold	250	–	–	0.01%	249
2015 Q4	$14K	Buy	+250	New	+$13.3K	0.01%	194

Other funds holding DXJ

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MinichMacGregor Wealth Management's DXJ Position: Q3 2018 in Review

MinichMacGregor Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2018, closing a stake of 250 shares — an estimated $13K sold.

MinichMacGregor Wealth Management first reported a position in DXJ in Q4 2015 and held it in 11 quarters. The position peaked at $14K in Q1 2018. 314 funds tracked by Wall St. Rank hold DXJ as of Q3 2018.

MinichMacGregor Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 250 WisdomTree Japan Hedged Equity Fund shares in Q3 2018, an estimated $13K.
MinichMacGregor Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and held it in 11 quarters.
MinichMacGregor Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $14K in Q1 2018.
314 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2018, filed 17 Oct 2018.