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Wealthspire Advisors (Maryland)’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-3,390
Closed -$57K – 875
2019
Q1 		$57K Sell
3,390
-63
-2% -$1.05K ﹤0.01% 848
2018
Q4 		$53K Sell
3,453
-690
-17% -$12K ﹤0.01% 835
2018
Q3 		$80K Sell
4,143
-1,260
-23% -$23.1K 0.01% 778
2018
Q2 		$97K Sell
5,403
-1,365
-20% -$25.7K 0.01% 717
2018
Q1 		$126K Sell
6,768
-1,500
-18% -$29.1K 0.01% 620
2017
Q4 		$164K Sell
8,268
-2,820
-25% -$54.2K 0.02% 559
2017
Q3 		$202K Sell
11,088
-3,300
-23% -$57.7K 0.02% 470
2017
Q2 		$249K Buy
14,388
+4,200
+41% +$71.6K 0.03% 388
2017
Q1 		$172K Sell
10,188
-3,825
-27% -$65K 0.02% 439
2016
Q4 		$231K Sell
14,013
-750
-5% -$11.7K 0.03% 331
2016
Q3 		$211K Buy
14,763
+12,450
+538% +$172K 0.03% 366
2016
Q2 		$30K Sell
2,313
-3,600
-61% -$50.6K 0.01% 864
2016
Q1 		$86K Hold
5,913
– – 0.02% 560
2015
Q4 		$99K Buy
+5,913
New +$105K 0.02% 524

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DXJ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2019, closing a stake of 3,390 shares — an estimated $57K sold.

Wealthspire Advisors (Maryland) first reported a position in DXJ in Q4 2015 and held it in 14 quarters. The position peaked at $249K in Q2 2017. 237 funds tracked by Wall St. Rank hold DXJ as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,390 WisdomTree Japan Hedged Equity Fund shares in Q2 2019, an estimated $57K.
  • Wealthspire Advisors (Maryland) first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s WisdomTree Japan Hedged Equity Fund position peaked at $249K in Q2 2017.
  • 237 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.