PFS Investments’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

PFS Investments’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	-203,425	Closed	-$10.9M	–	269
2019 Q4	$10.9M	Buy	+203,425	New	+$10.9M	0.42%	59
2018 Q1	–	Sell	-145,262	Closed	-$8.91M	–	88
2017 Q4	$8.91M	Buy	+145,262	New	+$8.38M	1.67%	16

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 $860M AUM 17.81% 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

PFS Investments's DXJ Position: Q1 2020 in Review

PFS Investments sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 203,425 shares — an estimated $10.9M sold.

PFS Investments first reported a position in DXJ in Q4 2017 and held it in 2 quarters. The position peaked at $10.9M in Q4 2019. 200 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

PFS Investments reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
PFS Investments sold 203,425 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $10.9M.
PFS Investments first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 2 quarters.
PFS Investments's WisdomTree Japan Hedged Equity Fund position peaked at $10.9M in Q4 2019.
200 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on PFS Investments's 13F filing for Q1 2020, filed 13 May 2020.