Roble Belko & Company’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Roble Belko & Company’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 Q3	–	Sell	-136	Closed	-$8K	–	325
2021 Q2	$8K	Hold	136	–	–	﹤0.01%	267
2021 Q1	$8K	Hold	136	–	–	﹤0.01%	257
2020 Q4	$7K	Hold	136	–	–	﹤0.01%	249
2020 Q3	$7K	Hold	136	–	–	﹤0.01%	253
2020 Q2	$6K	Hold	136	–	–	﹤0.01%	272
2020 Q1	$6K	Hold	136	–	–	﹤0.01%	275
2019 Q4	$7K	Hold	136	–	–	﹤0.01%	280
2019 Q3	$7K	Hold	136	–	–	﹤0.01%	269
2019 Q2	$7K	Hold	136	–	–	﹤0.01%	272
2019 Q1	$7K	Hold	136	–	–	﹤0.01%	246
2018 Q4	$6K	Hold	136	–	–	﹤0.01%	236
2018 Q3	$8K	Hold	136	–	–	﹤0.01%	233
2018 Q2	$7K	Hold	136	–	–	﹤0.01%	252
2018 Q1	$8K	Hold	136	–	–	﹤0.01%	252
2017 Q4	$8K	Hold	136	–	–	﹤0.01%	241
2017 Q3	$7K	Sell	136 -138	-50%	-$7.24K	﹤0.01%	211
2017 Q2	$14K	Hold	274	–	–	0.01%	163
2017 Q1	$14K	Hold	274	–	–	0.01%	166
2016 Q4	$14K	Buy	274 +138	+101%	+$6.48K	0.01%	178
2016 Q3	$6K	Hold	136	–	–	﹤0.01%	239
2016 Q2	$5K	Sell	136 -78	-36%	-$3.29K	﹤0.01%	211
2016 Q1	$9K	Buy	+214	New	+$9.45K	0.01%	159

Other funds holding DXJ

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

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

KAS

Kemnay Advisory Services New York $791M AUM 14.14% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Roble Belko & Company's DXJ Position: Q3 2021 in Review

Roble Belko & Company sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2021, closing a stake of 136 shares — an estimated $8K sold.

Roble Belko & Company first reported a position in DXJ in Q1 2016 and held it in 22 quarters. The position peaked at $14K in Q2 2017. 184 funds tracked by Wall St. Rank hold DXJ as of Q3 2021.

Roble Belko & Company reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2021 after selling out during the quarter.
Roble Belko & Company sold 136 WisdomTree Japan Hedged Equity Fund shares in Q3 2021, an estimated $8K.
Roble Belko & Company first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2016 and held it in 22 quarters.
Roble Belko & Company's WisdomTree Japan Hedged Equity Fund position peaked at $14K in Q2 2017.
184 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2021.

Based on Roble Belko & Company's 13F filing for Q3 2021, filed 3 Nov 2021.