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

Planned 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
Q4 		– Sell
-207
Closed -$10K – 461
2020
Q3 		$10K Buy
+207
New +$9.93K 0.01% 257

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Planned Solutions's DXJ Position: Q4 2020 in Review

Planned Solutions sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2020, closing a stake of 207 shares — an estimated $10K sold.

Planned Solutions first reported a position in DXJ in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 167 funds tracked by Wall St. Rank hold DXJ as of Q4 2020.

  • Planned Solutions reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2020 after selling out during the quarter.
  • Planned Solutions sold 207 WisdomTree Japan Hedged Equity Fund shares in Q4 2020, an estimated $10K.
  • Planned Solutions first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2020 and held it in 1 quarter.
  • Planned Solutions's WisdomTree Japan Hedged Equity Fund position peaked at $10K in Q3 2020.
  • 167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2020.

Based on Planned Solutions's 13F filing for Q4 2020, filed 29 Jan 2021.