Icon Wealth Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-620	Closed	-$31K	–	323
2019 Q1	$31K	Buy	+620	New	+$30.9K	0.01%	461
2018 Q4	–	Sell	-1,828	Closed	-$106K	–	230
2018 Q3	$106K	Sell	1,828 -4,219	-70%	-$232K	0.04%	263
2018 Q2	$326K	Sell	6,047 -2,846	-32%	-$161K	0.14%	115
2018 Q1	$498K	Sell	8,893 -5,555	-38%	-$323K	0.27%	84
2017 Q4	$857K	Buy	+14,448	New	+$834K	0.42%	57

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Icon Wealth Partners's DXJ Position: Q2 2019 in Review

Icon Wealth Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2019, closing a stake of 620 shares — an estimated $31K sold.

Icon Wealth Partners first reported a position in DXJ in Q4 2017 and held it in 5 quarters. The position peaked at $857K in Q4 2017. 237 funds tracked by Wall St. Rank hold DXJ as of Q2 2019.

Icon Wealth Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 620 WisdomTree Japan Hedged Equity Fund shares in Q2 2019, an estimated $31K.
Icon Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 5 quarters.
Icon Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $857K in Q4 2017.
237 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.