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Transamerica Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Transamerica Financial 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
2019
Q3 		– Sell
-3
Closed -$1K – 191
2019
Q2 		$1K Buy
+3
New +$50 ﹤0.01% 430
2019
Q1 		– Sell
-3
Closed -$1K – 178
2018
Q4 		$1K Hold
3
– – ﹤0.01% 397
2018
Q3 		$1K Hold
3
– – ﹤0.01% 403
2018
Q2 		$1K Hold
3
– – ﹤0.01% 362
2018
Q1 		$1K Sell
3
-5,241
-100% -$102K ﹤0.01% 351
2017
Q4 		$104K Buy
5,244
+5,241
+174,700% +$101K 0.01% 222
2017
Q3 		$1K Hold
3
– – ﹤0.01% 335
2017
Q2 		$1K Hold
3
– – ﹤0.01% 304
2017
Q1 		$1K Hold
3
– – ﹤0.01% 301
2016
Q4 		$1K Sell
3
-27
-90% -$423 ﹤0.01% 335
2016
Q3 		$1K Hold
30
– – ﹤0.01% 347
2016
Q2 		$1K Sell
30
-2,700
-99% -$38K ﹤0.01% 308
2016
Q1 		$40K Sell
2,730
-6,000
-69% -$88.3K ﹤0.01% 390
2015
Q4 		$146K Sell
8,730
-4,200
-32% -$74.5K 0.01% 321
2015
Q3 		$210K Sell
12,930
-525
-4% -$9.46K 0.02% 281
2015
Q2 		$257K Sell
13,455
-103,167
-88% -$1.99M 0.02% 305
2015
Q1 		$2.14M Buy
116,622
+115,944
+17,101% +$2.01M 0.15% 122
2014
Q4 		$12K Sell
678
-1,062
-61% -$18.5K ﹤0.01% 478
2014
Q3 		$31K Buy
+1,740
New +$29.2K ﹤0.01% 382
2014
Q2 		– Sell
-23,148
Closed -$366K – 699
2014
Q1 		$366K Sell
23,148
-4,554
-16% -$72.3K 0.04% 185
2013
Q4 		$470K Buy
27,702
+6,501
+31% +$105K 0.05% 157
2013
Q3 		$339K Buy
21,201
+1,416
+7% +$22.1K 0.04% 180
2013
Q2 		$301K Buy
+19,785
New +$308K 0.05% 163

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Transamerica Financial Advisors's DXJ Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2019, closing a stake of 3 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in DXJ in Q2 2013 and held it in 23 quarters. The position peaked at $2.14M in Q1 2015. 217 funds tracked by Wall St. Rank hold DXJ as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 3 WisdomTree Japan Hedged Equity Fund shares in Q3 2019, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 23 quarters.
  • Transamerica Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $2.14M in Q1 2015.
  • 217 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.