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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
-666
Closed -$11K – 525
2019
Q1 		$11K Buy
+666
New +$11.1K ﹤0.01% 324

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

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 666 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 666 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.