KB Financial Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

KB Financial 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
2023 Q2	–	Sell	-37,193	Closed	-$2.63M	–	615
2023 Q1	$2.63M	Sell	37,193 -22	-0.1%	-$1.51K	0.77%	11
2022 Q4	$2.39M	Buy	37,215 +784	+2%	+$51.7K	0.82%	11
2022 Q3	$2.25M	Buy	36,431 +7,833	+27%	+$504K	0.8%	9
2022 Q2	$1.78M	Sell	28,598 -12,206	-30%	-$777K	0.62%	11
2022 Q1	$2.61M	Buy	40,804 +4,553	+13%	+$286K	0.72%	10
2021 Q4	$2.27M	Buy	+36,251	New	+$2.28M	0.65%	11

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

KB Financial Partners's DXJ Position: Q2 2023 in Review

KB Financial Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2023, closing a stake of 37,193 shares — an estimated $2.63M sold.

KB Financial Partners first reported a position in DXJ in Q4 2021 and held it in 6 quarters. The position peaked at $2.63M in Q1 2023. 229 funds tracked by Wall St. Rank hold DXJ as of Q2 2023.

KB Financial Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
KB Financial Partners sold 37,193 WisdomTree Japan Hedged Equity Fund shares in Q2 2023, an estimated $2.63M.
KB Financial Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2021 and held it in 6 quarters.
KB Financial Partners's WisdomTree Japan Hedged Equity Fund position peaked at $2.63M in Q1 2023.
229 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2023.

Based on KB Financial Partners's 13F filing for Q2 2023, filed 15 Aug 2023.