Biltmore Family Office’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Biltmore Family Office’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
2023 Q1	–	Sell	-10	Closed	-$643	–	276
2022 Q4	$643	Buy	+10	New	+$659	﹤0.01%	257
2020 Q1	–	Sell	-177	Closed	-$10K	–	181
2019 Q4	$10K	Buy	177 +63	+55%	+$3.36K	﹤0.01%	192
2019 Q3	$6K	Buy	+114	New	+$5.52K	﹤0.01%	167
2018 Q1	–	Sell	-7,825	Closed	-$464K	–	158
2017 Q4	$464K	Buy	+7,825	New	+$451K	0.21%	100

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Biltmore Family Office's DXJ Position: Q1 2023 in Review

Biltmore Family Office sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2023, closing a stake of 10 shares — an estimated $643 sold.

Biltmore Family Office first reported a position in DXJ in Q4 2017 and held it in 4 quarters. The position peaked at $464K in Q4 2017. 191 funds tracked by Wall St. Rank hold DXJ as of Q1 2023.

Biltmore Family Office reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2023 after selling out during the quarter.
Biltmore Family Office sold 10 WisdomTree Japan Hedged Equity Fund shares in Q1 2023, an estimated $643.
Biltmore Family Office first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 4 quarters.
Biltmore Family Office's WisdomTree Japan Hedged Equity Fund position peaked at $464K in Q4 2017.
191 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2023.

Based on Biltmore Family Office's 13F filing for Q1 2023, filed 12 May 2023.