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Rothschild Investment LLC’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Rothschild Investment LLC’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
2018
Q2 		– Sell
-20,000
Closed -$1.12M – 376
2018
Q1 		$1.12M Sell
20,000
-2,850
-12% -$166K 0.14% 153
2017
Q4 		$1.36M Sell
22,850
-3,700
-14% -$213K 0.15% 162
2017
Q3 		$1.45M Sell
26,550
-44,400
-63% -$2.33M 0.16% 153
2017
Q2 		$3.69M Sell
70,950
-7,925
-10% -$405K 0.42% 59
2017
Q1 		$3.99M Sell
78,875
-150
-0.2% -$7.64K 0.46% 57
2016
Q4 		$3.92M Sell
79,025
-15,755
-17% -$740K 0.47% 57
2016
Q3 		$4.07M Sell
94,780
-10,155
-10% -$422K 0.5% 56
2016
Q2 		$4.07M Sell
104,935
-1,612
-2% -$68K 0.52% 55
2016
Q1 		$4.66M Buy
106,547
+79,753
+298% +$3.52M 0.6% 44
2015
Q4 		$1.34M Buy
26,794
+819
+3% +$43.6K 0.17% 144
2015
Q3 		$1.26M Sell
25,975
-1,154
-4% -$62.4K 0.17% 144
2015
Q2 		$1.55M Sell
27,129
-237
-0.9% -$13.7K 0.18% 136
2015
Q1 		$1.51M Sell
27,366
-1,420
-5% -$74K 0.18% 132
2014
Q4 		$1.42M Buy
28,786
+9,708
+51% +$507K 0.17% 133
2014
Q3 		$998K Buy
19,078
+4,855
+34% +$245K 0.12% 189
2014
Q2 		$702K Buy
14,223
+3,877
+37% +$184K 0.09% 217
2014
Q1 		$490K Buy
+10,346
New +$493K 0.07% 270

Other funds holding DXJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Rothschild Investment LLC's DXJ Position: Q2 2018 in Review

Rothschild Investment LLC sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2018, closing a stake of 20,000 shares — an estimated $1.12M sold.

Rothschild Investment LLC first reported a position in DXJ in Q1 2014 and held it in 17 quarters. The position peaked at $4.66M in Q1 2016. 312 funds tracked by Wall St. Rank hold DXJ as of Q2 2018.

  • Rothschild Investment LLC reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
  • Rothschild Investment LLC sold 20,000 WisdomTree Japan Hedged Equity Fund shares in Q2 2018, an estimated $1.12M.
  • Rothschild Investment LLC first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2014 and held it in 17 quarters.
  • Rothschild Investment LLC's WisdomTree Japan Hedged Equity Fund position peaked at $4.66M in Q1 2016.
  • 312 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2018.

Based on Rothschild Investment LLC's 13F filing for Q2 2018, filed 24 Jul 2018.