Samalin Investment Counsel’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Samalin Investment Counsel’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
2020 Q1	–	Sell	-500	Closed	-$26K	–	232
2019 Q4	$26K	Buy	+500	New	+$26.7K	0.02%	350

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

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

PIP

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

RWM

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

JPC

Jabodon PT Co Reno, Nevada $860M AUM 17.81% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Samalin Investment Counsel's DXJ Position: Q1 2020 in Review

Samalin Investment Counsel sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 500 shares — an estimated $26K sold.

Samalin Investment Counsel first reported a position in DXJ in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 200 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

Samalin Investment Counsel reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Samalin Investment Counsel sold 500 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $26K.
Samalin Investment Counsel first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2019 and held it in 1 quarter.
Samalin Investment Counsel's WisdomTree Japan Hedged Equity Fund position peaked at $26K in Q4 2019.
200 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.