CT
DXJ icon

Caldwell Trust’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Caldwell Trust’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
Q3 		– Sell
-200
Closed -$9.4K – 738
2020
Q2 		$9.4K Hold
200
– – ﹤0.01% 645
2020
Q1 		$8.43K Buy
+200
New +$9.83K ﹤0.01% 660

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Caldwell Trust's DXJ Position: Q3 2020 in Review

Caldwell Trust sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2020, closing a stake of 200 shares — an estimated $9.4K sold.

Caldwell Trust first reported a position in DXJ in Q1 2020 and held it in 2 quarters. The position peaked at $9.4K in Q2 2020. 167 funds tracked by Wall St. Rank hold DXJ as of Q3 2020.

  • Caldwell Trust reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Caldwell Trust sold 200 WisdomTree Japan Hedged Equity Fund shares in Q3 2020, an estimated $9.4K.
  • Caldwell Trust first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2020 and held it in 2 quarters.
  • Caldwell Trust's WisdomTree Japan Hedged Equity Fund position peaked at $9.4K in Q2 2020.
  • 167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.