Ranch Capital Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Ranch Capital Advisors’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
2021 Q4	–	Sell	-126	Closed	-$8K	–	267
2021 Q3	$8K	Buy	+126	New	+$7.76K	0.01%	496
2021 Q2	–	Sell	-126	Closed	-$7.67K	–	702
2021 Q1	$7K	Hold	126	–	–	﹤0.01%	691
2020 Q4	$6K	Hold	126	–	–	﹤0.01%	700
2020 Q3	$6K	Hold	126	–	–	﹤0.01%	691
2020 Q2	$5K	Sell	126 -767	-86%	-$34.9K	﹤0.01%	747
2020 Q1	$37K	Sell	893 -1,339	-60%	-$65.8K	0.04%	321
2019 Q4	$120K	Buy	+2,232	New	+$119K	0.1%	191

Other funds holding DXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KAS

Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ranch Capital Advisors's DXJ Position: Q4 2021 in Review

Ranch Capital Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2021, closing a stake of 126 shares — an estimated $8K sold.

Ranch Capital Advisors first reported a position in DXJ in Q4 2019 and held it in 7 quarters. The position peaked at $120K in Q4 2019. 193 funds tracked by Wall St. Rank hold DXJ as of Q4 2021.

Ranch Capital Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 126 WisdomTree Japan Hedged Equity Fund shares in Q4 2021, an estimated $8K.
Ranch Capital Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $120K in Q4 2019.
193 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.