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Safeguard Investment Advisory Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-95
Closed -$5K – 241
2020
Q4 		$5K Buy
+95
New +$4.91K ﹤0.01% 526

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Safeguard Investment Advisory Group's DXJ Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2021, closing a stake of 95 shares — an estimated $5K sold.

Safeguard Investment Advisory Group first reported a position in DXJ in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 185 funds tracked by Wall St. Rank hold DXJ as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 95 WisdomTree Japan Hedged Equity Fund shares in Q1 2021, an estimated $5K.
  • Safeguard Investment Advisory Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's WisdomTree Japan Hedged Equity Fund position peaked at $5K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.