Partnervest Advisory Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Partnervest Advisory Services’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	-55,695	Closed	-$999K	–	217
2019 Q4	$999K	Sell	55,695 -2,811	-5%	-$50K	0.37%	56
2019 Q3	$984K	Sell	58,506 -732	-1%	-$11.8K	0.35%	62
2019 Q2	$961K	Sell	59,238 -2,025	-3%	-$33.7K	0.38%	57
2019 Q1	$1.03M	Buy	61,263 +24,696	+68%	+$410K	0.43%	45
2018 Q4	$565K	Sell	36,567 -14,109	-28%	-$245K	0.27%	79
2018 Q3	$979K	Buy	50,676 +13,764	+37%	+$252K	0.39%	53
2018 Q2	$664K	Sell	36,912 -12,204	-25%	-$230K	0.31%	67
2018 Q1	$917K	Sell	49,116 -11,328	-19%	-$220K	0.44%	50
2017 Q4	$1.2M	Buy	60,444 +11,802	+24%	+$227K	0.58%	38
2017 Q3	$887K	Sell	48,642 -5,568	-10%	-$97.4K	0.43%	41
2017 Q2	$940K	Sell	54,210 -2,778	-5%	-$47.4K	0.42%	49
2017 Q1	$962K	Buy	56,988 +3,231	+6%	+$54.9K	0.43%	50
2016 Q4	$888K	Sell	53,757 -5,172	-9%	-$81K	0.41%	49
2016 Q3	$843K	Buy	58,929 +13,875	+31%	+$192K	0.4%	53
2016 Q2	$582K	Buy	45,054 +255	+0.6%	+$3.58K	0.29%	74
2016 Q1	$653K	Sell	44,799 -12,483	-22%	-$184K	0.34%	60
2015 Q4	$956K	Buy	+57,282	New	+$1.02M	0.53%	38
2014 Q3	–	Sell	-3,696	Closed	-$61K	–	313
2014 Q2	$61K	Buy	3,696 +135	+4%	+$2.13K	0.03%	336
2014 Q1	$56K	Buy	3,561 +1,479	+71%	+$23.5K	0.03%	312
2013 Q4	$35K	Buy	2,082 +6	+0.3%	+$97	0.02%	372
2013 Q3	$33K	Sell	2,076 -453	-18%	-$7.08K	0.02%	346
2013 Q2	$38K	Buy	+2,529	New	+$39.4K	0.02%	290

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

Partnervest Advisory Services's DXJ Position: Q1 2020 in Review

Partnervest Advisory Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 55,695 shares — an estimated $999K sold.

Partnervest Advisory Services first reported a position in DXJ in Q2 2013 and held it in 22 quarters. The position peaked at $1.2M in Q4 2017. 199 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

Partnervest Advisory Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Partnervest Advisory Services sold 55,695 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $999K.
Partnervest Advisory Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 22 quarters.
Partnervest Advisory Services's WisdomTree Japan Hedged Equity Fund position peaked at $1.2M in Q4 2017.
199 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Partnervest Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.