Reilly Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Reilly Financial 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
2019 Q3	–	Sell	-144	Closed	-$7K	–	907
2019 Q2	$7K	Buy	+144	New	+$7.18K	﹤0.01%	724
2015 Q3	–	Sell	-1,189	Closed	-$68K	–	1319
2015 Q2	$68K	Buy	+1,189	New	+$68.9K	0.01%	370
2013 Q3	–	Sell	-50	Closed	-$2K	–	757
2013 Q2	$2K	Buy	+50	New	+$2.34K	﹤0.01%	751

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

Jane Street New York $777B AUM 61.18% 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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Reilly Financial Advisors's DXJ Position: Q3 2019 in Review

Reilly Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2019, closing a stake of 144 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in DXJ in Q2 2013 and held it in 3 quarters. The position peaked at $68K in Q2 2015. 217 funds tracked by Wall St. Rank hold DXJ as of Q3 2019.

Reilly Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Reilly Financial Advisors sold 144 WisdomTree Japan Hedged Equity Fund shares in Q3 2019, an estimated $7K.
Reilly Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 3 quarters.
Reilly Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $68K in Q2 2015.
217 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.