Kore Private Wealth’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Kore Private Wealth’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	-965	Closed	-$41K	–	1177
2020 Q1	$41K	Hold	965	–	–	0.01%	452
2019 Q4	$52K	Buy	+965	New	+$51.5K	0.01%	472
2019 Q2	–	Sell	-4,115	Closed	-$208K	–	389
2019 Q1	$208K	Buy	4,115 +1,698	+70%	+$84.6K	0.05%	199
2018 Q4	$112K	Buy	+2,417	New	+$126K	0.03%	271

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

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

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Kore Private Wealth's DXJ Position: Q2 2020 in Review

Kore Private Wealth sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2020, closing a stake of 965 shares — an estimated $41K sold.

Kore Private Wealth first reported a position in DXJ in Q4 2018 and held it in 4 quarters. The position peaked at $208K in Q1 2019. 179 funds tracked by Wall St. Rank hold DXJ as of Q2 2020.

Kore Private Wealth reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Kore Private Wealth sold 965 WisdomTree Japan Hedged Equity Fund shares in Q2 2020, an estimated $41K.
Kore Private Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2018 and held it in 4 quarters.
Kore Private Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $208K in Q1 2019.
179 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.