Viridian RIA’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Viridian RIA’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
2020 Q3	–	Sell	-8,100	Closed	-$381K	–	62
2020 Q2	$381K	Hold	8,100	–	–	0.14%	51
2020 Q1	$341K	Hold	8,100	–	–	0.15%	51
2019 Q4	$436K	Hold	8,100	–	–	0.16%	49
2019 Q3	$409K	Hold	8,100	–	–	0.17%	48
2019 Q2	$378K	Buy	8,100 +2,100	+35%	+$105K	0.15%	51
2019 Q1	$303K	Buy	+6,000	New	+$299K	0.13%	46
2018 Q4	–	Sell	-5,200	Closed	-$301K	–	53
2018 Q3	$301K	Buy	+5,200	New	+$285K	0.13%	49

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Viridian RIA's DXJ Position: Q3 2020 in Review

Viridian RIA sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2020, closing a stake of 8,100 shares — an estimated $381K sold.

Viridian RIA first reported a position in DXJ in Q3 2018 and held it in 7 quarters. The position peaked at $436K in Q4 2019. 167 funds tracked by Wall St. Rank hold DXJ as of Q3 2020.

Viridian RIA reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
Viridian RIA sold 8,100 WisdomTree Japan Hedged Equity Fund shares in Q3 2020, an estimated $381K.
Viridian RIA first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2018 and held it in 7 quarters.
Viridian RIA's WisdomTree Japan Hedged Equity Fund position peaked at $436K in Q4 2019.
167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2020.

Based on Viridian RIA's 13F filing for Q3 2020, filed 9 Nov 2020.