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	8,029 -40,257	-83%	-$1.98M	0.02%	304
2019 Q4	$2.75M	Buy	48,286 +1,998	+4%	+$107K	0.1%	143
2019 Q3	$2.34M	Sell	46,288 -7,226	-14%	-$350K	0.09%	167
2019 Q2	$2.61M	Sell	53,514 -21,355	-29%	-$1.06M	0.11%	161
2019 Q1	$3.98M	Sell	74,869 -14,366	-16%	-$716K	0.17%	120
2018 Q4	$4.3M	Sell	89,235 -22,077	-20%	-$1.15M	0.21%	109
2018 Q3	$6.58M	Sell	111,312 -126,290	-53%	-$6.93M	0.27%	90
2018 Q2	$13.1M	Buy	237,602 +3,970	+2%	+$225K	0.59%	47
2018 Q1	$13.1M	Sell	233,632 -55,198	-19%	-$3.21M	0.61%	50
2017 Q4	$17.1M	Buy	+288,830	New	+$16.7M	0.77%	37
2017 Q3	–	Sell	-244,321	Closed	-$12.7M	–	345
2017 Q2	$12.7M	Buy	244,321 +44,485	+22%	+$2.28M	0.63%	46
2017 Q1	$10.1M	Buy	199,836 +73,618	+58%	+$3.75M	0.76%	39
2016 Q4	$6.25M	Buy	126,218 +97,858	+345%	+$4.6M	0.5%	63
2016 Q3	$1.22M	Buy	28,360 +1,008	+4%	+$41.9K	0.1%	151
2016 Q2	$1.06M	Sell	27,352 -1,890	-6%	-$79.7K	0.09%	160
2016 Q1	$1.28M	Sell	29,242 -190,730	-87%	-$8.42M	0.11%	138
2015 Q4	$11M	Buy	219,972 +6,484	+3%	+$345K	0.94%	30
2015 Q3	$10.4M	Sell	213,488 -56,489	-21%	-$3.05M	0.97%	27
2015 Q2	$15.4M	Buy	269,977 +17,880	+7%	+$1.04M	0.91%	30
2015 Q1	$13.9M	Buy	252,097 +22,349	+10%	+$1.16M	0.9%	33
2014 Q4	$11.3M	Buy	229,748 +14,847	+7%	+$775K	0.75%	41
2014 Q3	$11.2M	Sell	214,901 -629	-0.3%	-$31.7K	0.77%	41
2014 Q2	$10.6M	Sell	215,530 -1,471	-0.7%	-$69.7K	0.73%	41
2014 Q1	$10.3M	Buy	217,001 +30,982	+17%	+$1.48M	0.75%	40
2013 Q4	$9.46M	Buy	186,019 +16,366	+10%	+$795K	0.7%	44
2013 Q3	$8.13M	Buy	169,653 +13,281	+8%	+$623K	0.67%	44
2013 Q2	$7.13M	Buy	+156,372	New	+$7.31M	0.63%	49

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 8,029 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. 200 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

Fiduciary Trust International of Pennsylvania held 8,029 shares of WisdomTree Japan Hedged Equity Fund worth $339K as of Q1 2020.
Fiduciary Trust International of Pennsylvania sold 40,257 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.
200 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.