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

Lee Financial’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	-222	Closed	-$11K	–	525
2019 Q1	$11K	Buy	+222	New	+$11.1K	﹤0.01%	324

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

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

PVH

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Lee Financial's DXJ Position: Q2 2019 in Review

Lee Financial sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2019, closing a stake of 222 shares — an estimated $11K sold.

Lee Financial first reported a position in DXJ in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 237 funds tracked by Wall St. Rank hold DXJ as of Q2 2019.

Lee Financial reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
Lee Financial sold 222 WisdomTree Japan Hedged Equity Fund shares in Q2 2019, an estimated $11K.
Lee Financial first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2019 and held it in 1 quarter.
Lee Financial's WisdomTree Japan Hedged Equity Fund position peaked at $11K in Q1 2019.
237 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2019.

Based on Lee Financial's 13F filing for Q2 2019, filed 30 Jul 2019.