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

Harvest Group 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 Q3	–	Sell	-23	Closed	-$1K	–	639
2020 Q2	$1K	Sell	23 -212	-90%	-$9.64K	﹤0.01%	368
2020 Q1	$9K	Hold	235	–	–	0.01%	211
2019 Q4	$12K	Sell	235 -18	-7%	-$961	0.01%	211
2019 Q3	$13K	Buy	253 +180	+247%	+$8.71K	0.02%	219
2019 Q2	$3K	Sell	73 -15	-17%	-$748	﹤0.01%	441
2019 Q1	$4K	Buy	+88	New	+$4.38K	﹤0.01%	420

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Harvest Group Wealth Management's DXJ Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2020, closing a stake of 23 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in DXJ in Q1 2019 and held it in 6 quarters. The position peaked at $13K in Q3 2019. 167 funds tracked by Wall St. Rank hold DXJ as of Q3 2020.

Harvest Group Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 23 WisdomTree Japan Hedged Equity Fund shares in Q3 2020, an estimated $1K.
Harvest Group Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2019 and held it in 6 quarters.
Harvest Group Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $13K in Q3 2019.
167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.