Bank of Montreal
DXJR

Bank of Montreal’s WisdomTree Japan Hedged Real Estate Fund DXJR Stock Holding History

Bank of Montreal’s Portfolio DXJR Stock Details DXJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$5K – 4362
2016
Q3 		$5K Buy
+200
New +$4.83K ﹤0.01% 3739

Other funds holding DXJR

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of Montreal's DXJR Position: Q4 2016 in Review

Bank of Montreal sold out of WisdomTree Japan Hedged Real Estate Fund (DXJR) in Q4 2016, closing a stake of 200 shares — an estimated $5K sold.

Bank of Montreal first reported a position in DXJR in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 15 funds tracked by Wall St. Rank hold DXJR as of Q4 2016.

  • Bank of Montreal reported no remaining WisdomTree Japan Hedged Real Estate Fund position as of Q4 2016 after selling out during the quarter.
  • Bank of Montreal sold 200 WisdomTree Japan Hedged Real Estate Fund shares in Q4 2016, an estimated $5K.
  • Bank of Montreal first reported a position in WisdomTree Japan Hedged Real Estate Fund in Q3 2016 and held it in 1 quarter.
  • Bank of Montreal's WisdomTree Japan Hedged Real Estate Fund position peaked at $5K in Q3 2016.
  • 15 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Real Estate Fund as of Q4 2016.

Based on Bank of Montreal's 13F filing for Q4 2016, filed 6 Feb 2017.