River Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

River Wealth 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 Q1	–	Sell	-338	Closed	-$16K	–	231
2018 Q4	$16K	Hold	338	–	–	0.01%	363
2018 Q3	$20K	Hold	338	–	–	0.01%	375
2018 Q2	$18K	Buy	+338	New	+$19.1K	0.01%	370

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

River Wealth Advisors's DXJ Position: Q1 2019 in Review

River Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2019, closing a stake of 338 shares — an estimated $16K sold.

River Wealth Advisors first reported a position in DXJ in Q2 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 271 funds tracked by Wall St. Rank hold DXJ as of Q1 2019.

River Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 338 WisdomTree Japan Hedged Equity Fund shares in Q1 2019, an estimated $16K.
River Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $20K in Q3 2018.
271 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.