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Squar Milner Financial Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Squar Milner Financial 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
2018
Q3 		– Sell
-1,000
Closed -$54K – 776
2018
Q2 		$54K Buy
+1,000
New +$56.6K 0.05% 320

Other funds holding DXJ

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Squar Milner Financial Services's DXJ Position: Q3 2018 in Review

Squar Milner Financial Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2018, closing a stake of 1,000 shares — an estimated $54K sold.

Squar Milner Financial Services first reported a position in DXJ in Q2 2018 and held it in 1 quarter. The position peaked at $54K in Q2 2018. 313 funds tracked by Wall St. Rank hold DXJ as of Q3 2018.

  • Squar Milner Financial Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,000 WisdomTree Japan Hedged Equity Fund shares in Q3 2018, an estimated $54K.
  • Squar Milner Financial Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's WisdomTree Japan Hedged Equity Fund position peaked at $54K in Q2 2018.
  • 313 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.