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Orion Portfolio Solutions’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Orion Portfolio Solutions’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
Q4 		– Sell
-16,674
Closed -$817K – 499
2020
Q3 		$817K Sell
16,674
-1,576
-9% -$75.6K 0.04% 205
2020
Q2 		$858K Buy
18,250
+17,548
+2,500% +$798K 0.05% 181
2020
Q1 		$30K Sell
702
-29,688
-98% -$1.46M ﹤0.01% 716
2019
Q4 		$1.63M Buy
+30,390
New +$1.62M 0.13% 105

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Orion Portfolio Solutions's DXJ Position: Q4 2020 in Review

Orion Portfolio Solutions sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2020, closing a stake of 16,674 shares — an estimated $817K sold.

Orion Portfolio Solutions first reported a position in DXJ in Q4 2019 and held it in 4 quarters. The position peaked at $1.63M in Q4 2019. 167 funds tracked by Wall St. Rank hold DXJ as of Q4 2020.

  • Orion Portfolio Solutions reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 16,674 WisdomTree Japan Hedged Equity Fund shares in Q4 2020, an estimated $817K.
  • Orion Portfolio Solutions first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2019 and held it in 4 quarters.
  • Orion Portfolio Solutions's WisdomTree Japan Hedged Equity Fund position peaked at $1.63M in Q4 2019.
  • 167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2020.

Based on Orion Portfolio Solutions's 13F filing for Q4 2020, filed 4 Feb 2021.