Weaver Consulting Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-125	Closed	-$6K	–	342
2020 Q3	$6K	Hold	125	–	–	﹤0.01%	656
2020 Q2	$6K	Hold	125	–	–	﹤0.01%	625
2020 Q1	$5K	Hold	125	–	–	﹤0.01%	553
2019 Q4	$6K	Hold	125	–	–	﹤0.01%	571
2019 Q3	$6K	Hold	125	–	–	﹤0.01%	547
2019 Q2	$6K	Hold	125	–	–	﹤0.01%	535
2019 Q1	$6K	Buy	+125	New	+$6.23K	﹤0.01%	1059

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Weaver Consulting Group's DXJ Position: Q4 2020 in Review

Weaver Consulting Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2020, closing a stake of 125 shares — an estimated $6K sold.

Weaver Consulting Group first reported a position in DXJ in Q1 2019 and held it in 7 quarters. The position peaked at $6K in Q3 2020. 167 funds tracked by Wall St. Rank hold DXJ as of Q4 2020.

Weaver Consulting Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 125 WisdomTree Japan Hedged Equity Fund shares in Q4 2020, an estimated $6K.
Weaver Consulting Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's WisdomTree Japan Hedged Equity Fund position peaked at $6K in Q3 2020.
167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.