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

Endurance 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
2018
Q2 		– Sell
-380
Closed -$21K – 498
2018
Q1 		$21K Buy
+380
New +$22.1K ﹤0.01% 354

Other funds holding DXJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Endurance Wealth Management's DXJ Position: Q2 2018 in Review

Endurance Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2018, closing a stake of 380 shares — an estimated $21K sold.

Endurance Wealth Management first reported a position in DXJ in Q1 2018 and held it in 1 quarter. The position peaked at $21K in Q1 2018. 312 funds tracked by Wall St. Rank hold DXJ as of Q2 2018.

  • Endurance Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
  • Endurance Wealth Management sold 380 WisdomTree Japan Hedged Equity Fund shares in Q2 2018, an estimated $21K.
  • Endurance Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2018 and held it in 1 quarter.
  • Endurance Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $21K in Q1 2018.
  • 312 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2018.

Based on Endurance Wealth Management's 13F filing for Q2 2018, filed 2 Aug 2018.