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Principle Wealth Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Principle Wealth 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
2020
Q3 		– Sell
-858
Closed -$40K – 231
2020
Q2 		$40K Buy
+858
New +$39K 0.01% 302

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Principle Wealth Partners's DXJ Position: Q3 2020 in Review

Principle Wealth Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2020, closing a stake of 858 shares — an estimated $40K sold.

Principle Wealth Partners first reported a position in DXJ in Q2 2020 and held it in 1 quarter. The position peaked at $40K in Q2 2020. 167 funds tracked by Wall St. Rank hold DXJ as of Q3 2020.

  • Principle Wealth Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 858 WisdomTree Japan Hedged Equity Fund shares in Q3 2020, an estimated $40K.
  • Principle Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $40K in Q2 2020.
  • 167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.