Sheets Smith Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Sheets Smith Wealth Management’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	-5,592	Closed	-$301K	–	284
2019 Q4	$301K	Sell	5,592 -122	-2%	-$6.51K	0.06%	267
2019 Q3	$288K	Buy	5,714 +12	+0.2%	+$581	0.06%	254
2019 Q2	$278K	Buy	5,702 +5	+0.1%	+$249	0.06%	275
2019 Q1	$288K	Buy	5,697 +1	+0%	+$50	0.06%	275
2018 Q4	$264K	Sell	5,696 -2,930	-34%	-$153K	0.07%	242
2018 Q3	$500K	Sell	8,626 -1,047	-11%	-$57.5K	0.1%	214
2018 Q2	$522K	Sell	9,673 -655	-6%	-$37.1K	0.12%	181
2018 Q1	$578K	Sell	10,328 -923	-8%	-$53.7K	0.14%	171
2017 Q4	$668K	Buy	11,251 +167	+2%	+$9.64K	0.16%	159
2017 Q3	$606K	Sell	11,084 -179	-2%	-$9.39K	0.15%	166
2017 Q2	$586K	Sell	11,263 -177	-2%	-$9.05K	0.15%	157
2017 Q1	$579K	Buy	+11,440	New	+$583K	0.15%	168
2015 Q3	–	Sell	-4,103	Closed	-$235K	–	219
2015 Q2	$235K	Hold	4,103	–	–	0.06%	213
2015 Q1	$226K	Hold	4,103	–	–	0.06%	215
2014 Q4	$202K	Buy	+4,103	New	+$214K	0.05%	232

Other funds holding DXJ

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

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

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

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

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

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sheets Smith Wealth Management's DXJ Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 5,592 shares — an estimated $301K sold.

Sheets Smith Wealth Management first reported a position in DXJ in Q4 2014 and held it in 15 quarters. The position peaked at $668K in Q4 2017. 199 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

Sheets Smith Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 5,592 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $301K.
Sheets Smith Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 15 quarters.
Sheets Smith Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $668K in Q4 2017.
199 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.