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	-30	Closed	-$643	–	276
2022 Q4	$643	Buy	+30	New	+$659	﹤0.01%	257
2020 Q1	–	Sell	-531	Closed	-$10K	–	181
2019 Q4	$10K	Buy	531 +189	+55%	+$3.36K	﹤0.01%	192
2019 Q3	$6K	Buy	+342	New	+$5.52K	﹤0.01%	167
2018 Q1	–	Sell	-23,475	Closed	-$464K	–	158
2017 Q4	$464K	Buy	+23,475	New	+$451K	0.21%	100

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

RJFSA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 30 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. 190 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 30 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.
190 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.