Shine Investment Advisory Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Shine Investment Advisory Services’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
2019 Q1	–	Sell	-1,500	Closed	-$23K	–	699
2018 Q4	$23K	Hold	1,500	–	–	0.01%	417
2018 Q3	$29K	Hold	1,500	–	–	0.02%	395
2018 Q2	$27K	Hold	1,500	–	–	0.01%	407
2018 Q1	$28K	Hold	1,500	–	–	0.01%	404
2017 Q4	$30K	Hold	1,500	–	–	0.01%	385
2017 Q3	$27K	Hold	1,500	–	–	0.01%	399
2017 Q2	$26K	Buy	+1,500	New	+$25.6K	0.01%	393

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Shine Investment Advisory Services's DXJ Position: Q1 2019 in Review

Shine Investment Advisory Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2019, closing a stake of 1,500 shares — an estimated $23K sold.

Shine Investment Advisory Services first reported a position in DXJ in Q2 2017 and held it in 7 quarters. The position peaked at $30K in Q4 2017. 271 funds tracked by Wall St. Rank hold DXJ as of Q1 2019.

Shine Investment Advisory Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
Shine Investment Advisory Services sold 1,500 WisdomTree Japan Hedged Equity Fund shares in Q1 2019, an estimated $23K.
Shine Investment Advisory Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2017 and held it in 7 quarters.
Shine Investment Advisory Services's WisdomTree Japan Hedged Equity Fund position peaked at $30K in Q4 2017.
271 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2019.

Based on Shine Investment Advisory Services's 13F filing for Q1 2019, filed 16 Apr 2019.