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Tillar-Wenstrup Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Tillar-Wenstrup 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
2018
Q2 		– Sell
-62,524
Closed -$3.5M – 58
2018
Q1 		$3.5M Sell
62,524
-2,302
-4% -$134K 2.04% 16
2017
Q4 		$3.85M Sell
64,826
-1,332
-2% -$76.9K 3% 7
2017
Q3 		$3.62M Sell
66,158
-1,722
-3% -$90.3K 2.75% 11
2017
Q2 		$3.53M Buy
67,880
+295
+0.4% +$15.1K 2.75% 10
2017
Q1 		$3.42M Buy
67,585
+1,535
+2% +$78.2K 2.61% 9
2016
Q4 		$3.27M Sell
66,050
-789
-1% -$37.1K 2.76% 8
2016
Q3 		$2.87M Sell
66,839
-1,773
-3% -$73.7K 2.62% 8
2016
Q2 		$2.66M Buy
68,612
+3,092
+5% +$130K 2.63% 8
2016
Q1 		$2.91M Buy
65,520
+6,559
+11% +$289K 3.34% 7
2015
Q4 		$2.95M Buy
58,961
+940
+2% +$50K 2.92% 8
2015
Q3 		$2.82M Buy
58,021
+11,004
+23% +$595K 2.84% 8
2015
Q2 		$2.69M Buy
47,017
+2,030
+5% +$118K 2.43% 11
2015
Q1 		$2.48M Buy
44,987
+585
+1% +$30.5K 2.42% 16
2014
Q4 		$2.19M Buy
44,402
+245
+0.6% +$12.8K 2.11% 25
2014
Q3 		$2.31M Sell
44,157
-93
-0.2% -$4.68K 2.14% 21
2014
Q2 		$2.18M Buy
44,250
+825
+2% +$39.1K 1.75% 29
2014
Q1 		$2.06M Buy
43,425
+3,832
+10% +$182K 1.87% 28
2013
Q4 		$2.01M Buy
+39,593
New +$1.92M 2.07% 26

Other funds holding DXJ

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Tillar-Wenstrup Advisors's DXJ Position: Q2 2018 in Review

Tillar-Wenstrup Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2018, closing a stake of 62,524 shares — an estimated $3.5M sold.

Tillar-Wenstrup Advisors first reported a position in DXJ in Q4 2013 and held it in 18 quarters. The position peaked at $3.85M in Q4 2017. 312 funds tracked by Wall St. Rank hold DXJ as of Q2 2018.

  • Tillar-Wenstrup Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 62,524 WisdomTree Japan Hedged Equity Fund shares in Q2 2018, an estimated $3.5M.
  • Tillar-Wenstrup Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 18 quarters.
  • Tillar-Wenstrup Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $3.85M in Q4 2017.
  • 312 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2018.

Based on Tillar-Wenstrup Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.