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

Golden State 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
2020 Q2	–	Sell	-185	Closed	-$8K	–	366
2020 Q1	$8K	Buy	+185	New	+$9.09K	﹤0.01%	654
2019 Q4	–	Sell	-335	Closed	-$17K	–	271
2019 Q3	$17K	Sell	335 -704	-68%	-$34.1K	0.01%	643
2019 Q2	$50K	Sell	1,039 -438	-30%	-$21.8K	0.02%	455
2019 Q1	$75K	Buy	+1,477	New	+$73.6K	0.03%	369

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

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

Goldman Sachs New York $871B AUM 31.28% 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

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Golden State Wealth Management's DXJ Position: Q2 2020 in Review

Golden State Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2020, closing a stake of 185 shares — an estimated $8K sold.

Golden State Wealth Management first reported a position in DXJ in Q1 2019 and held it in 4 quarters. The position peaked at $75K in Q1 2019. 179 funds tracked by Wall St. Rank hold DXJ as of Q2 2020.

Golden State Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 185 WisdomTree Japan Hedged Equity Fund shares in Q2 2020, an estimated $8K.
Golden State Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $75K in Q1 2019.
179 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.