MLL
DXJ icon

Moody Lynn & Lieberson’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Moody Lynn & Lieberson’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
2019
Q1 		– Sell
-79,759
Closed -$3.7M – 193
2018
Q4 		$3.7M Sell
79,759
-6,167
-7% -$322K 0.5% 55
2018
Q3 		$4.98M Sell
85,926
-2,504
-3% -$137K 0.53% 58
2018
Q2 		$4.77M Buy
88,430
+1,211
+1% +$68.5K 0.56% 50
2018
Q1 		$4.88M Sell
87,219
-180,701
-67% -$10.5M 0.59% 49
2017
Q4 		$16.2M Buy
267,920
+109,790
+69% +$6.33M 1.73% 17
2017
Q3 		$8.65M Buy
158,130
+9,504
+6% +$499K 1.05% 32
2017
Q2 		$7.73M Sell
148,626
-223,989
-60% -$11.5M 1.02% 35
2017
Q1 		$18.9M Buy
372,615
+162,916
+78% +$8.3M 2.65% 6
2016
Q4 		$10.4M Buy
+209,699
New +$9.85M 1.49% 25
2015
Q3 		– Sell
-65,261
Closed -$3.73M – 167
2015
Q2 		$3.73M Sell
65,261
-33,198
-34% -$1.92M 0.59% 58
2015
Q1 		$5.43M Sell
98,459
-29,935
-23% -$1.56M 0.87% 43
2014
Q4 		$6.32M Buy
+128,394
New +$6.7M 0.9% 42
2013
Q4 		– Sell
-9,495
Closed -$455K – 202
2013
Q3 		$455K Buy
9,495
+4,882
+106% +$229K 0.07% 128
2013
Q2 		$210K Buy
+4,613
New +$216K 0.04% 153

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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Moody Lynn & Lieberson's DXJ Position: Q1 2019 in Review

Moody Lynn & Lieberson sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2019, closing a stake of 79,759 shares — an estimated $3.7M sold.

Moody Lynn & Lieberson first reported a position in DXJ in Q2 2013 and held it in 14 quarters. The position peaked at $18.9M in Q1 2017. 271 funds tracked by Wall St. Rank hold DXJ as of Q1 2019.

  • Moody Lynn & Lieberson reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 79,759 WisdomTree Japan Hedged Equity Fund shares in Q1 2019, an estimated $3.7M.
  • Moody Lynn & Lieberson first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 14 quarters.
  • Moody Lynn & Lieberson's WisdomTree Japan Hedged Equity Fund position peaked at $18.9M in Q1 2017.
  • 271 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2019.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2019, filed 23 Apr 2019.