SHJ
DXJ icon

Sharkey, Howes & Javer’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Sharkey, Howes & Javer’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
2017
Q2 		– Sell
-13
Closed -$1K – 211
2017
Q1 		$1K Buy
+13
New +$663 ﹤0.01% 207

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Sharkey, Howes & Javer's DXJ Position: Q2 2017 in Review

Sharkey, Howes & Javer sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2017, closing a stake of 13 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in DXJ in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 307 funds tracked by Wall St. Rank hold DXJ as of Q2 2017.

  • Sharkey, Howes & Javer reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 13 WisdomTree Japan Hedged Equity Fund shares in Q2 2017, an estimated $1K.
  • Sharkey, Howes & Javer first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2017 and held it in 1 quarter.
  • Sharkey, Howes & Javer's WisdomTree Japan Hedged Equity Fund position peaked at $1K in Q1 2017.
  • 307 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2017, filed 19 Jul 2017.