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Sonora Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Sonora Investment Management’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
-221
Closed -$11K – 1742
2019
Q2 		$11K Buy
+221
New +$11K ﹤0.01% 1104
2017
Q3 		– Sell
-174
Closed -$9.05K – 1196
2017
Q2 		$9.05K Buy
+174
New +$8.9K ﹤0.01% 750

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $905M AUM 13.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Sonora Investment Management's DXJ Position: Q3 2019 in Review

Sonora Investment Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2019, closing a stake of 221 shares — an estimated $11K sold.

Sonora Investment Management first reported a position in DXJ in Q2 2017 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 217 funds tracked by Wall St. Rank hold DXJ as of Q3 2019.

  • Sonora Investment Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
  • Sonora Investment Management sold 221 WisdomTree Japan Hedged Equity Fund shares in Q3 2019, an estimated $11K.
  • Sonora Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2017 and held it in 2 quarters.
  • Sonora Investment Management's WisdomTree Japan Hedged Equity Fund position peaked at $11K in Q2 2019.
  • 217 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.