Freestone Capital Holdings’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Freestone Capital Holdings’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
2021 Q1	–	Sell	-58	Closed	-$3.16K	–	583
2020 Q4	$3.16K	Sell	58 -38	-40%	-$1.96K	﹤0.01%	1070
2020 Q3	$4.7K	Buy	+96	New	+$4.61K	﹤0.01%	890
2014 Q3	–	Sell	-164,900	Closed	-$8.14M	–	146
2014 Q2	$8.14M	Buy	+164,900	New	+$7.81M	1.27%	28

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

KAS

Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freestone Capital Holdings's DXJ Position: Q1 2021 in Review

Freestone Capital Holdings sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2021, closing a stake of 58 shares — an estimated $3.16K sold.

Freestone Capital Holdings first reported a position in DXJ in Q2 2014 and held it in 3 quarters. The position peaked at $8.14M in Q2 2014. 185 funds tracked by Wall St. Rank hold DXJ as of Q1 2021.

Freestone Capital Holdings reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
Freestone Capital Holdings sold 58 WisdomTree Japan Hedged Equity Fund shares in Q1 2021, an estimated $3.16K.
Freestone Capital Holdings first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2014 and held it in 3 quarters.
Freestone Capital Holdings's WisdomTree Japan Hedged Equity Fund position peaked at $8.14M in Q2 2014.
185 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.