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

Optimum Investment 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 Q1	–	Sell	-250	Closed	-$13K	–	885
2019 Q4	$13K	Hold	250	–	–	﹤0.01%	731
2019 Q3	$13K	Hold	250	–	–	﹤0.01%	741
2019 Q2	$12K	Hold	250	–	–	﹤0.01%	748
2019 Q1	$13K	Hold	250	–	–	﹤0.01%	759
2018 Q4	$12K	Hold	250	–	–	﹤0.01%	723
2018 Q3	$14K	Hold	250	–	–	﹤0.01%	790
2018 Q2	$13K	Hold	250	–	–	﹤0.01%	811
2018 Q1	$14K	Buy	+250	New	+$14.6K	﹤0.01%	766
2016 Q2	–	Sell	-9,200	Closed	-$402K	–	280
2016 Q1	$402K	Hold	9,200	–	–	0.16%	172
2015 Q4	$461K	Buy	9,200 +2,350	+34%	+$125K	0.18%	159
2015 Q3	$333K	Buy	+6,850	New	+$370K	0.13%	190
2015 Q1	$348K	Buy	6,305 +3,065	+95%	+$160K	0.11%	198
2014 Q4	$160K	Hold	3,240	–	–	0.05%	299
2014 Q3	$170K	Hold	3,240	–	–	0.06%	285
2014 Q2	$160K	Sell	3,240 -11	-0.3%	-$521	0.05%	289
2014 Q1	$154K	Buy	3,251 +675	+26%	+$32.1K	0.06%	252
2013 Q4	$131K	Buy	2,576 +1,000	+63%	+$48.6K	0.05%	262
2013 Q3	$76K	Buy	+1,576	New	+$73.9K	0.03%	309

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

JPC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's DXJ Position: Q1 2020 in Review

Optimum Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 250 shares — an estimated $13K sold.

Optimum Investment Advisors first reported a position in DXJ in Q3 2013 and held it in 18 quarters. The position peaked at $461K in Q4 2015. 200 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

Optimum Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Optimum Investment Advisors sold 250 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $13K.
Optimum Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and held it in 18 quarters.
Optimum Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $461K in Q4 2015.
200 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.