Spectrum Financial Alliance’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Spectrum Financial Alliance’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	-300	Closed	-$4K	–	37
2018 Q4	$4K	Hold	300	–	–	﹤0.01%	86
2018 Q3	$5K	Sell	300 -120	-29%	-$2.2K	﹤0.01%	90
2018 Q2	$7K	Hold	420	–	–	﹤0.01%	81
2018 Q1	$7K	Buy	+420	New	+$8.15K	﹤0.01%	87

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

Spectrum Financial Alliance's DXJ Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2019, closing a stake of 300 shares — an estimated $4K sold.

Spectrum Financial Alliance first reported a position in DXJ in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q2 2018. 271 funds tracked by Wall St. Rank hold DXJ as of Q1 2019.

Spectrum Financial Alliance reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
Spectrum Financial Alliance sold 300 WisdomTree Japan Hedged Equity Fund shares in Q1 2019, an estimated $4K.
Spectrum Financial Alliance first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2018 and held it in 4 quarters.
Spectrum Financial Alliance's WisdomTree Japan Hedged Equity Fund position peaked at $7K in Q2 2018.
271 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.