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

TrustCore 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
2020 Q2	–	Sell	-57	Closed	-$2K	–	890
2020 Q1	$2K	Sell	57 -37	-39%	-$1.82K	﹤0.01%	766
2019 Q4	$5K	Hold	94	–	–	﹤0.01%	731
2019 Q3	$5K	Hold	94	–	–	﹤0.01%	745
2019 Q2	$5K	Hold	94	–	–	﹤0.01%	727
2019 Q1	$5K	Hold	94	–	–	﹤0.01%	664
2018 Q4	$4K	Hold	94	–	–	﹤0.01%	353
2018 Q3	$5K	Sell	94 -106	-53%	-$5.82K	﹤0.01%	662
2018 Q2	$11K	Hold	200	–	–	﹤0.01%	542
2018 Q1	$11K	Buy	200 +106	+113%	+$6.17K	﹤0.01%	480
2017 Q4	$6K	Buy	+94	New	+$5.42K	﹤0.01%	544

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

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

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

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

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

PIP

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

TrustCore Financial Services's DXJ Position: Q2 2020 in Review

TrustCore Financial Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2020, closing a stake of 57 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in DXJ in Q4 2017 and held it in 10 quarters. The position peaked at $11K in Q2 2018. 179 funds tracked by Wall St. Rank hold DXJ as of Q2 2020.

TrustCore Financial Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
TrustCore Financial Services sold 57 WisdomTree Japan Hedged Equity Fund shares in Q2 2020, an estimated $2K.
TrustCore Financial Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 10 quarters.
TrustCore Financial Services's WisdomTree Japan Hedged Equity Fund position peaked at $11K in Q2 2018.
179 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2020.

Based on TrustCore Financial Services's 13F filing for Q2 2020, filed 29 Jul 2020.