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K2 Principal Fund’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

K2 Principal Fund’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
2017
Q3 		– Sell
-7,625
Closed -$397K – 343
2017
Q2 		$397K Buy
7,625
+3,546
+87% +$181K 0.03% 280
2017
Q1 		$206K Buy
+4,079
New +$208K 0.02% 274

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

K2 Principal Fund's DXJ Position: Q3 2017 in Review

K2 Principal Fund sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2017, closing a stake of 7,625 shares — an estimated $397K sold.

K2 Principal Fund first reported a position in DXJ in Q1 2017 and held it in 2 quarters. The position peaked at $397K in Q2 2017. 308 funds tracked by Wall St. Rank hold DXJ as of Q3 2017.

  • K2 Principal Fund reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
  • K2 Principal Fund sold 7,625 WisdomTree Japan Hedged Equity Fund shares in Q3 2017, an estimated $397K.
  • K2 Principal Fund first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2017 and held it in 2 quarters.
  • K2 Principal Fund's WisdomTree Japan Hedged Equity Fund position peaked at $397K in Q2 2017.
  • 308 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2017.

Based on K2 Principal Fund's 13F filing for Q3 2017, filed 9 Nov 2017.