Sowell Financial Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-32	Closed	-$2K	–	1105
2021 Q1	$2K	Hold	32	–	–	﹤0.01%	2813
2020 Q4	$2K	Hold	32	–	–	﹤0.01%	2455
2020 Q3	$2K	Hold	32	–	–	﹤0.01%	2208
2020 Q2	$2K	Hold	32	–	–	﹤0.01%	2139
2020 Q1	$1K	Buy	+32	New	+$1.57K	﹤0.01%	2221

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAS

Kemnay Advisory Services New York $791M AUM 14.14% 1-Year Est. Return

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

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's DXJ Position: Q2 2021 in Review

Sowell Financial Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2021, closing a stake of 32 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in DXJ in Q1 2020 and held it in 5 quarters. The position peaked at $2K in Q1 2021. 175 funds tracked by Wall St. Rank hold DXJ as of Q2 2021.

Sowell Financial Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 32 WisdomTree Japan Hedged Equity Fund shares in Q2 2021, an estimated $2K.
Sowell Financial Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2020 and held it in 5 quarters.
Sowell Financial Services's WisdomTree Japan Hedged Equity Fund position peaked at $2K in Q1 2021.
175 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.