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Fiduciary Trust International of Pennsylvania’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Fiduciary Trust International of Pennsylvania’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
Q1 		$339K Sell
24,087
-120,771
-83% -$1.98M 0.02% 304
2019
Q4 		$2.75M Buy
144,858
+5,994
+4% +$107K 0.1% 143
2019
Q3 		$2.34M Sell
138,864
-21,678
-14% -$350K 0.09% 167
2019
Q2 		$2.61M Sell
160,542
-64,065
-29% -$1.06M 0.11% 161
2019
Q1 		$3.98M Sell
224,607
-43,098
-16% -$716K 0.17% 120
2018
Q4 		$4.3M Sell
267,705
-66,231
-20% -$1.15M 0.21% 109
2018
Q3 		$6.58M Sell
333,936
-378,870
-53% -$6.93M 0.27% 90
2018
Q2 		$13.1M Buy
712,806
+11,910
+2% +$225K 0.59% 47
2018
Q1 		$13.1M Sell
700,896
-165,594
-19% -$3.21M 0.61% 50
2017
Q4 		$17.1M Buy
+866,490
New +$16.7M 0.77% 37
2017
Q3 		– Sell
-732,963
Closed -$12.7M – 345
2017
Q2 		$12.7M Buy
732,963
+133,455
+22% +$2.28M 0.63% 46
2017
Q1 		$10.1M Buy
599,508
+220,854
+58% +$3.75M 0.76% 39
2016
Q4 		$6.25M Buy
378,654
+293,574
+345% +$4.6M 0.5% 63
2016
Q3 		$1.22M Buy
85,080
+3,024
+4% +$41.9K 0.1% 151
2016
Q2 		$1.06M Sell
82,056
-5,670
-6% -$79.7K 0.09% 160
2016
Q1 		$1.28M Sell
87,726
-572,190
-87% -$8.42M 0.11% 138
2015
Q4 		$11M Buy
659,916
+19,452
+3% +$345K 0.94% 30
2015
Q3 		$10.4M Sell
640,464
-169,467
-21% -$3.05M 0.97% 27
2015
Q2 		$15.4M Buy
809,931
+53,640
+7% +$1.04M 0.91% 30
2015
Q1 		$13.9M Buy
756,291
+67,047
+10% +$1.16M 0.9% 33
2014
Q4 		$11.3M Buy
689,244
+44,541
+7% +$775K 0.75% 41
2014
Q3 		$11.2M Sell
644,703
-1,887
-0.3% -$31.7K 0.77% 41
2014
Q2 		$10.6M Sell
646,590
-4,413
-0.7% -$69.7K 0.73% 41
2014
Q1 		$10.3M Buy
651,003
+92,946
+17% +$1.48M 0.75% 40
2013
Q4 		$9.46M Buy
558,057
+49,098
+10% +$795K 0.7% 44
2013
Q3 		$8.13M Buy
508,959
+39,843
+8% +$623K 0.67% 44
2013
Q2 		$7.13M Buy
+469,116
New +$7.31M 0.63% 49

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's DXJ Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 83% in Q1 2020, selling an estimated $1.98M and leaving 24,087 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #304.

Fiduciary Trust International of Pennsylvania first reported a position in DXJ in Q2 2013 and has held it in 27 quarters since. The position peaked at $17.1M in Q4 2017. 199 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 24,087 shares of WisdomTree Japan Hedged Equity Fund worth $339K as of Q1 2020.
  • Fiduciary Trust International of Pennsylvania sold 120,771 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $1.98M.
  • WisdomTree Japan Hedged Equity Fund made up 0.02% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #304 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 27 quarters since.
  • Fiduciary Trust International of Pennsylvania's WisdomTree Japan Hedged Equity Fund position peaked at $17.1M in Q4 2017.
  • 199 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.