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

YorkBridge 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
2019 Q3	–	Sell	-4,926	Closed	-$80K	–	298
2019 Q2	$80K	Buy	4,926 +435	+10%	+$7.23K	0.04%	319
2019 Q1	$76K	Buy	4,491 +15	+0.3%	+$249	0.04%	312
2018 Q4	$69K	Hold	4,476	–	–	0.04%	295
2018 Q3	$88K	Buy	4,476 +42	+0.9%	+$768	0.04%	302
2018 Q2	$80K	Buy	4,434 +21	+0.5%	+$396	0.04%	317
2018 Q1	$83K	Sell	4,413 -600	-12%	-$11.6K	0.04%	316
2017 Q4	$95K	Sell	5,013 -5,160	-51%	-$99.2K	0.05%	300
2017 Q3	$185K	Sell	10,173 -1,275	-11%	-$22.3K	0.1%	182
2017 Q2	$199K	Sell	11,448 -525	-4%	-$8.95K	0.11%	171
2017 Q1	$206K	Buy	11,973 +1,635	+16%	+$27.8K	0.11%	165
2016 Q4	$166K	Buy	+10,338	New	+$162K	0.1%	174

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

YorkBridge Wealth Partners's DXJ Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2019, closing a stake of 4,926 shares — an estimated $80K sold.

YorkBridge Wealth Partners first reported a position in DXJ in Q4 2016 and held it in 11 quarters. The position peaked at $206K in Q1 2017. 217 funds tracked by Wall St. Rank hold DXJ as of Q3 2019.

YorkBridge Wealth Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 4,926 WisdomTree Japan Hedged Equity Fund shares in Q3 2019, an estimated $80K.
YorkBridge Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $206K in Q1 2017.
217 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.