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Personal CFO Solutions’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Personal CFO Solutions’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
-6,267
Closed -$337K – 303
2019
Q4 		$337K Buy
6,267
+230
+4% +$12.3K 0.1% 183
2019
Q3 		$303K Buy
+6,037
New +$292K 0.12% 198

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
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 $860M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal CFO Solutions's DXJ Position: Q1 2020 in Review

Personal CFO Solutions sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 6,267 shares — an estimated $337K sold.

Personal CFO Solutions first reported a position in DXJ in Q3 2019 and held it in 2 quarters. The position peaked at $337K in Q4 2019. 200 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

  • Personal CFO Solutions reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 6,267 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $337K.
  • Personal CFO Solutions first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2019 and held it in 2 quarters.
  • Personal CFO Solutions's WisdomTree Japan Hedged Equity Fund position peaked at $337K in Q4 2019.
  • 200 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.