Wealthstreet Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-4,300
Closed -$218K 342
2019
Q1
$218K Hold
4,300
0.03% 318
2018
Q4
$214K Sell
4,300
-1,500
-26% -$78.3K 0.03% 308
2018
Q3
$336K Buy
5,800
+200
+4% +$11K 0.04% 278
2018
Q2
$302K Sell
5,600
-300
-5% -$17K 0.04% 289
2018
Q1
$330K Buy
5,900
+1,850
+46% +$108K 0.04% 271
2017
Q4
$240K Buy
+4,050
New +$234K 0.03% 305

Other funds holding DXJ

Wealthstreet Investment Advisors's DXJ Position: Q2 2019 in Review

Wealthstreet Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2019, closing a stake of 4,300 shares — an estimated $218K sold.

Wealthstreet Investment Advisors first reported a position in DXJ in Q4 2017 and held it in 6 quarters. The position peaked at $336K in Q3 2018. 237 funds tracked by Wall St. Rank hold DXJ as of Q2 2019.

  • Wealthstreet Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 4,300 WisdomTree Japan Hedged Equity Fund shares in Q2 2019, an estimated $218K.
  • Wealthstreet Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 6 quarters.
  • Wealthstreet Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $336K in Q3 2018.
  • 237 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.