PagnatoKarp Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-9,057
Closed -$525K 177
2018
Q3
$525K Hold
9,057
0.15% 85
2018
Q2
$489K Buy
9,057
+180
+2% +$10.2K 0.16% 79
2018
Q1
$497K Sell
8,877
-1,008
-10% -$58.7K 0.21% 80
2017
Q4
$587K Buy
9,885
+4,233
+75% +$244K 0.17% 78
2017
Q3
$309K Buy
+5,652
New +$297K 0.08% 110

Other funds holding DXJ

PagnatoKarp Partners's DXJ Position: Q4 2018 in Review

PagnatoKarp Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2018, closing a stake of 9,057 shares — an estimated $525K sold.

PagnatoKarp Partners first reported a position in DXJ in Q3 2017 and held it in 5 quarters. The position peaked at $587K in Q4 2017. 269 funds tracked by Wall St. Rank hold DXJ as of Q4 2018.

  • PagnatoKarp Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
  • PagnatoKarp Partners sold 9,057 WisdomTree Japan Hedged Equity Fund shares in Q4 2018, an estimated $525K.
  • PagnatoKarp Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2017 and held it in 5 quarters.
  • PagnatoKarp Partners's WisdomTree Japan Hedged Equity Fund position peaked at $587K in Q4 2017.
  • 269 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2018.

Based on PagnatoKarp Partners's 13F filing for Q4 2018, filed 8 Feb 2019.