Simon Quick Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Simon Quick Advisors’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 Q2	–	Sell	-506	Closed	-$21K	–	457
2020 Q1	$21K	Hold	506	–	–	0.01%	279
2019 Q4	$27K	Hold	506	–	–	0.01%	299
2019 Q3	$26K	Hold	506	–	–	0.01%	224
2019 Q2	$24.6K	Hold	506	–	–	0.01%	168
2019 Q1	$26K	Hold	506	–	–	0.01%	275
2018 Q4	$23K	Hold	506	–	–	0.01%	243
2018 Q3	$29K	Hold	506	–	–	0.01%	206
2018 Q2	$27K	Hold	506	–	–	0.01%	229
2018 Q1	$28K	Sell	506 -76	-13%	-$4.42K	0.01%	201
2017 Q4	$35K	Buy	582 +76	+15%	+$4.38K	0.02%	258
2017 Q3	$28K	Hold	506	–	–	0.01%	332
2017 Q2	$26K	Hold	506	–	–	0.01%	163
2017 Q1	$26K	Buy	+506	New	+$25.8K	0.02%	195

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PIP

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Simon Quick Advisors's DXJ Position: Q2 2020 in Review

Simon Quick Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2020, closing a stake of 506 shares — an estimated $21K sold.

Simon Quick Advisors first reported a position in DXJ in Q1 2017 and held it in 13 quarters. The position peaked at $35K in Q4 2017. 179 funds tracked by Wall St. Rank hold DXJ as of Q2 2020.

Simon Quick Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Simon Quick Advisors sold 506 WisdomTree Japan Hedged Equity Fund shares in Q2 2020, an estimated $21K.
Simon Quick Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2017 and held it in 13 quarters.
Simon Quick Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $35K in Q4 2017.
179 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2020.

Based on Simon Quick Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.