Bank Hapoalim BM’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bank Hapoalim BM’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 Q3	–	Sell	-12,337	Closed	-$580K	–	181
2020 Q2	$580K	Sell	12,337 -231	-2%	-$10.5K	0.14%	110
2020 Q1	$530K	Sell	12,568 -5,500	-30%	-$270K	0.17%	95
2019 Q4	$972K	Sell	18,068 -458	-2%	-$24.4K	0.21%	71
2019 Q3	$931K	Sell	18,526 -3,874	-17%	-$187K	0.23%	69
2019 Q2	$1.09M	Sell	22,400 -8,221	-27%	-$410K	0.27%	67
2019 Q1	$1.55M	Sell	30,621 -5,520	-15%	-$275K	0.37%	52
2018 Q4	$1.68M	Sell	36,141 -7,751	-18%	-$404K	0.54%	44
2018 Q3	$2.54M	Sell	43,892 -2,215	-5%	-$122K	0.62%	40
2018 Q2	$2.49M	Sell	46,107 -6,256	-12%	-$354K	0.68%	37
2018 Q1	$2.93M	Sell	52,363 -13,156	-20%	-$766K	0.76%	32
2017 Q4	$3.89K	Sell	65,519 -9,085	-12%	-$524K	0.85%	23
2017 Q3	$4.08M	Sell	74,604 -13,626	-15%	-$715K	0.93%	27
2017 Q2	$4.59M	Sell	88,230 -18,853	-18%	-$964K	1.09%	21
2017 Q1	$5.42M	Sell	107,083 -4,910	-4%	-$250K	1.27%	21
2016 Q4	$5.55M	Buy	111,993 +3,258	+3%	+$153K	1.48%	18
2016 Q3	$4.67M	Sell	108,735 -29,255	-21%	-$1.22M	1.1%	23
2016 Q2	$5.35M	Sell	137,990 -39,218	-22%	-$1.65M	1.25%	21
2016 Q1	$7.75M	Buy	177,208 +13,320	+8%	+$588K	1.84%	15
2015 Q4	$8.21M	Buy	163,888 +16,200	+11%	+$862K	1.87%	15
2015 Q3	$7.25M	Sell	147,688 -109,156	-42%	-$5.9M	1.69%	19
2015 Q2	$14.7M	Buy	256,844 +136,135	+113%	+$7.89M	2.88%	7
2015 Q1	$6.69M	Sell	120,709 -63,726	-35%	-$3.32M	1.23%	23
2014 Q4	$9.08M	Buy	184,435 +1,418	+0.8%	+$74K	1.93%	14
2014 Q3	$9.57M	Buy	183,017 +46,890	+34%	+$2.36M	2.23%	11
2014 Q2	$6.72M	Buy	136,127 +859	+0.6%	+$40.7K	1.65%	15
2014 Q1	$6.37M	Buy	135,268 +11,044	+9%	+$526K	1.74%	14
2013 Q4	$6.32M	Buy	+124,224	New	+$6.04M	1.94%	12

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

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

Bank Hapoalim BM's DXJ Position: Q3 2020 in Review

Bank Hapoalim BM sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2020, closing a stake of 12,337 shares — an estimated $580K sold.

Bank Hapoalim BM first reported a position in DXJ in Q4 2013 and held it in 27 quarters. The position peaked at $14.7M in Q2 2015. 167 funds tracked by Wall St. Rank hold DXJ as of Q3 2020.

Bank Hapoalim BM reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
Bank Hapoalim BM sold 12,337 WisdomTree Japan Hedged Equity Fund shares in Q3 2020, an estimated $580K.
Bank Hapoalim BM first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 27 quarters.
Bank Hapoalim BM's WisdomTree Japan Hedged Equity Fund position peaked at $14.7M in Q2 2015.
167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2020.

Based on Bank Hapoalim BM's 13F filing for Q3 2020, filed 12 Nov 2020.