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

SevenBridge Financial Group’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 Q3	–	Sell	-1,599	Closed	-$78K	–	248
2019 Q2	$78K	Sell	1,599 -291	-15%	-$14.5K	0.03%	227
2019 Q1	$96K	Sell	1,890 -127	-6%	-$6.33K	0.04%	183
2018 Q4	$94K	Sell	2,017 -350	-15%	-$18.3K	0.06%	160
2018 Q3	$137K	Sell	2,367 -267	-10%	-$14.7K	0.07%	152
2018 Q2	$142K	Buy	2,634 +43	+2%	+$2.43K	0.08%	159
2018 Q1	$145K	Buy	2,591 +1,237	+91%	+$72K	0.08%	155
2017 Q4	$80K	Hold	1,354	–	–	0.04%	208
2017 Q3	$74K	Buy	1,354 +1,004	+287%	+$52.7K	0.04%	209
2017 Q2	$18K	Sell	350 -100	-22%	-$5.12K	0.01%	390
2017 Q1	$22K	Buy	450 +100	+29%	+$5.1K	0.01%	358
2016 Q4	$15K	Hold	350	–	–	0.01%	397
2016 Q3	$15K	Hold	350	–	–	0.01%	393
2016 Q2	$14K	Buy	+350	New	+$14.8K	0.01%	461

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

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

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

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

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

PVH

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

PIP

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

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

SevenBridge Financial Group's DXJ Position: Q3 2019 in Review

SevenBridge Financial Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2019, closing a stake of 1,599 shares — an estimated $78K sold.

SevenBridge Financial Group first reported a position in DXJ in Q2 2016 and held it in 13 quarters. The position peaked at $145K in Q1 2018. 217 funds tracked by Wall St. Rank hold DXJ as of Q3 2019.

SevenBridge Financial Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,599 WisdomTree Japan Hedged Equity Fund shares in Q3 2019, an estimated $78K.
SevenBridge Financial Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's WisdomTree Japan Hedged Equity Fund position peaked at $145K in Q1 2018.
217 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.