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	-20,400	Closed	-$366K	–	111
2019 Q4	$366K	Hold	20,400	–	–	0.13%	93
2019 Q3	$343K	Hold	20,400	–	–	0.14%	95
2019 Q2	$331K	Hold	20,400	–	–	0.14%	94
2019 Q1	$344K	Buy	+20,400	New	+$339K	0.16%	87
2018 Q4	–	Sell	-11,790	Closed	-$228K	–	112
2018 Q3	$228K	Hold	11,790	–	–	0.12%	105
2018 Q2	$212K	Hold	11,790	–	–	0.12%	111
2018 Q1	$220K	Hold	11,790	–	–	0.13%	110
2017 Q4	$233K	Buy	+11,790	New	+$227K	0.13%	112

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

White Lighthouse Investment Management's DXJ Position: Q1 2020 in Review

White Lighthouse Investment Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 20,400 shares — an estimated $366K sold.

White Lighthouse Investment Management first reported a position in DXJ in Q4 2017 and held it in 8 quarters. The position peaked at $366K in Q4 2019. 199 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

White Lighthouse Investment Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
White Lighthouse Investment Management sold 20,400 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $366K.
White Lighthouse Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 8 quarters.
White Lighthouse Investment Management's WisdomTree Japan Hedged Equity Fund position peaked at $366K in Q4 2019.
199 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on White Lighthouse Investment Management's 13F filing for Q1 2020, filed 7 Apr 2020.