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

Valeo 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
2018
Q2 		– Sell
-936
Closed -$52K – 1649
2018
Q1 		$52K Buy
936
+368
+65% +$21.4K 0.01% 479
2017
Q4 		$34K Hold
568
– – 0.01% 552
2017
Q3 		$31K Buy
+568
New +$29.8K 0.01% 488

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

Valeo Financial Advisors's DXJ Position: Q2 2018 in Review

Valeo Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2018, closing a stake of 936 shares — an estimated $52K sold.

Valeo Financial Advisors first reported a position in DXJ in Q3 2017 and held it in 3 quarters. The position peaked at $52K in Q1 2018. 312 funds tracked by Wall St. Rank hold DXJ as of Q2 2018.

  • Valeo Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 936 WisdomTree Japan Hedged Equity Fund shares in Q2 2018, an estimated $52K.
  • Valeo Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $52K in Q1 2018.
  • 312 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.