Cornerstone Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Cornerstone Wealth 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
2021 Q2	–	Sell	-9,560	Closed	-$586K	–	480
2021 Q1	$586K	Buy	+9,560	New	+$558K	0.07%	246

Other funds holding DXJ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return

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

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

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

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

Cornerstone Wealth Management's DXJ Position: Q2 2021 in Review

Cornerstone Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2021, closing a stake of 9,560 shares — an estimated $586K sold.

Cornerstone Wealth Management first reported a position in DXJ in Q1 2021 and held it in 1 quarter. The position peaked at $586K in Q1 2021. 175 funds tracked by Wall St. Rank hold DXJ as of Q2 2021.

Cornerstone Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
Cornerstone Wealth Management sold 9,560 WisdomTree Japan Hedged Equity Fund shares in Q2 2021, an estimated $586K.
Cornerstone Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2021 and held it in 1 quarter.
Cornerstone Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $586K in Q1 2021.
175 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2021.

Based on Cornerstone Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.