WLIM
DXJ icon

White Lighthouse Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

White Lighthouse Investment Management’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
Q1 		– Sell
-6,800
Closed -$366K – 111
2019
Q4 		$366K Hold
6,800
– – 0.13% 93
2019
Q3 		$343K Hold
6,800
– – 0.14% 95
2019
Q2 		$331K Hold
6,800
– – 0.14% 94
2019
Q1 		$344K Buy
+6,800
New +$339K 0.16% 87
2018
Q4 		– Sell
-3,930
Closed -$228K – 112
2018
Q3 		$228K Hold
3,930
– – 0.12% 105
2018
Q2 		$212K Hold
3,930
– – 0.12% 111
2018
Q1 		$220K Hold
3,930
– – 0.13% 110
2017
Q4 		$233K Buy
+3,930
New +$227K 0.13% 112

Other funds holding DXJ

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $860M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return