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RAFFA WEALTH MANAGEMENT, LLC’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-400
Closed -$22.4K – 728
2018
Q1 		$22.4K Sell
400
-485
-55% -$28.2K 0.01% 164
2017
Q4 		$52.5K Hold
885
– – 0.02% 124
2017
Q3 		$48.4K Sell
885
-515
-37% -$27K 0.02% 131
2017
Q2 		$72.8K Buy
1,400
+678
+94% +$34.7K 0.03% 102
2017
Q1 		$36.5K Sell
722
-199
-22% -$10.1K 0.02% 117
2016
Q4 		$45.6K Buy
921
+521
+130% +$24.5K 0.02% 100
2016
Q3 		$17.2K Hold
400
– – 0.01% 147
2016
Q2 		$15.5K Hold
400
– – 0.01% 148
2016
Q1 		$17.5K Hold
400
– – 0.01% 153
2015
Q4 		$20K Hold
400
– – 0.01% 135
2015
Q3 		$19.5K Hold
400
– – 0.01% 139
2015
Q2 		$22.9K Sell
400
-775
-66% -$44.9K 0.01% 128
2015
Q1 		$64.8K Sell
1,175
-69
-6% -$3.59K 0.04% 65
2014
Q4 		$61.2K Hold
1,244
– – 0.04% 66
2014
Q3 		$65.1K Buy
1,244
+628
+102% +$31.6K 0.05% 66
2014
Q2 		$30.4K Sell
616
-548
-47% -$26K 0.02% 100
2014
Q1 		$55.1K Sell
1,164
-80
-6% -$3.81K 0.04% 72
2013
Q4 		$61.2K Buy
+1,244
New +$60.5K 0.04% 66

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 $7.49B AUM 24.82% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DXJ Position: Q2 2018 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2018, closing a stake of 400 shares — an estimated $22.4K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DXJ in Q4 2013 and held it in 18 quarters. The position peaked at $72.8K in Q2 2017. 312 funds tracked by Wall St. Rank hold DXJ as of Q2 2018.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 400 WisdomTree Japan Hedged Equity Fund shares in Q2 2018, an estimated $22.4K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 18 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's WisdomTree Japan Hedged Equity Fund position peaked at $72.8K in Q2 2017.
  • 312 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2018.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2018, filed 27 Jul 2026.