Cullen/Frost Bankers’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Cullen/Frost Bankers’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 Q4	–	Sell	-4,410	Closed	-$74K	–	1050
2019 Q3	$74K	Hold	4,410	–	–	﹤0.01%	512
2019 Q2	$72K	Hold	4,410	–	–	﹤0.01%	512
2019 Q1	$74K	Buy	+4,410	New	+$73.2K	﹤0.01%	511
2018 Q1	–	Sell	-23,046	Closed	-$456K	–	436
2017 Q4	$456K	Buy	23,046 +138	+0.6%	+$2.65K	0.01%	298
2017 Q3	$418K	Buy	+22,908	New	+$401K	0.01%	301

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 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

Cullen/Frost Bankers's DXJ Position: Q4 2019 in Review

Cullen/Frost Bankers sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2019, closing a stake of 4,410 shares — an estimated $74K sold.

Cullen/Frost Bankers first reported a position in DXJ in Q3 2017 and held it in 5 quarters. The position peaked at $456K in Q4 2017. 236 funds tracked by Wall St. Rank hold DXJ as of Q4 2019.

Cullen/Frost Bankers reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2019 after selling out during the quarter.
Cullen/Frost Bankers sold 4,410 WisdomTree Japan Hedged Equity Fund shares in Q4 2019, an estimated $74K.
Cullen/Frost Bankers first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2017 and held it in 5 quarters.
Cullen/Frost Bankers's WisdomTree Japan Hedged Equity Fund position peaked at $456K in Q4 2017.
236 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2019.

Based on Cullen/Frost Bankers's 13F filing for Q4 2019, filed 6 Feb 2020.