Wunderlich Capital Managemnt’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Wunderlich Capital Managemnt’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 Q3	–	Sell	-13,131	Closed	-$639K	–	84
2019 Q2	$639K	Sell	13,131 -554	-4%	-$27.6K	0.42%	74
2019 Q1	$692K	Sell	13,685 -493	-3%	-$24.6K	0.48%	73
2018 Q4	$658K	Sell	14,178 -380	-3%	-$19.8K	0.51%	74
2018 Q3	$844K	Buy	14,558 +163	+1%	+$8.95K	0.6%	69
2018 Q2	$777K	Hold	14,395	–	–	0.54%	73
2018 Q1	$806K	Buy	14,395 +255	+2%	+$14.8K	0.55%	78
2017 Q4	$839K	Sell	14,140 -34	-0.2%	-$1.96K	0.58%	75
2017 Q3	$775K	Sell	14,174 -1,489	-10%	-$78.1K	0.58%	74
2017 Q2	$814K	Buy	15,663 +1,482	+10%	+$75.8K	0.61%	75
2017 Q1	$718K	Buy	14,181 +3,663	+35%	+$187K	0.56%	72
2016 Q4	$521K	Hold	10,518	–	–	0.42%	74
2016 Q3	$451K	Buy	+10,518	New	+$437K	0.36%	76

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Wunderlich Capital Managemnt's DXJ Position: Q3 2019 in Review

Wunderlich Capital Managemnt sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2019, closing a stake of 13,131 shares — an estimated $639K sold.

Wunderlich Capital Managemnt first reported a position in DXJ in Q3 2016 and held it in 12 quarters. The position peaked at $844K in Q3 2018. 217 funds tracked by Wall St. Rank hold DXJ as of Q3 2019.

Wunderlich Capital Managemnt reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Wunderlich Capital Managemnt sold 13,131 WisdomTree Japan Hedged Equity Fund shares in Q3 2019, an estimated $639K.
Wunderlich Capital Managemnt first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2016 and held it in 12 quarters.
Wunderlich Capital Managemnt's WisdomTree Japan Hedged Equity Fund position peaked at $844K in Q3 2018.
217 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2019.

Based on Wunderlich Capital Managemnt's 13F filing for Q3 2019, filed 15 Nov 2019.