GRP
DXJR

Global Retirement Partners’s WisdomTree Japan Hedged Real Estate Fund DXJR Stock Holding History

Global Retirement Partners’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
2017
Q1 		– Sell
-40
Closed -$1K – 1189
2016
Q4 		$1K Buy
+40
New +$980 ﹤0.01% 1036

Other funds holding DXJR

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Jane Street
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Global Retirement Partners's DXJR Position: Q1 2017 in Review

Global Retirement Partners sold out of WisdomTree Japan Hedged Real Estate Fund (DXJR) in Q1 2017, closing a stake of 40 shares — an estimated $1K sold.

Global Retirement Partners first reported a position in DXJR in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 11 funds tracked by Wall St. Rank hold DXJR as of Q1 2017.

  • Global Retirement Partners reported no remaining WisdomTree Japan Hedged Real Estate Fund position as of Q1 2017 after selling out during the quarter.
  • Global Retirement Partners sold 40 WisdomTree Japan Hedged Real Estate Fund shares in Q1 2017, an estimated $1K.
  • Global Retirement Partners first reported a position in WisdomTree Japan Hedged Real Estate Fund in Q4 2016 and held it in 1 quarter.
  • Global Retirement Partners's WisdomTree Japan Hedged Real Estate Fund position peaked at $1K in Q4 2016.
  • 11 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Real Estate Fund as of Q1 2017.

Based on Global Retirement Partners's 13F filing for Q1 2017, filed 10 Aug 2018.