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

Glenview 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
2023 Q4	–	Sell	-7,240	Closed	-$639K	–	469
2023 Q3	$639K	Hold	7,240	–	–	0.02%	280
2023 Q2	$603K	Hold	7,240	–	–	0.02%	296
2023 Q1	$512K	Hold	7,240	–	–	0.02%	315
2022 Q4	$465K	Hold	7,240	–	–	0.02%	312
2022 Q3	$447K	Hold	7,240	–	–	0.02%	296
2022 Q2	$452K	Hold	7,240	–	–	0.02%	298
2022 Q1	$464K	Hold	7,240	–	–	0.02%	310
2021 Q4	$453K	Hold	7,240	–	–	0.02%	307
2021 Q3	$457K	Hold	7,240	–	–	0.02%	276
2021 Q2	$442K	Buy	+7,240	New	+$441K	0.02%	285

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Glenview Trust's DXJ Position: Q4 2023 in Review

Glenview Trust sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2023, closing a stake of 7,240 shares — an estimated $639K sold.

Glenview Trust first reported a position in DXJ in Q2 2021 and held it in 10 quarters. The position peaked at $639K in Q3 2023. 252 funds tracked by Wall St. Rank hold DXJ as of Q4 2023.

Glenview Trust reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
Glenview Trust sold 7,240 WisdomTree Japan Hedged Equity Fund shares in Q4 2023, an estimated $639K.
Glenview Trust first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2021 and held it in 10 quarters.
Glenview Trust's WisdomTree Japan Hedged Equity Fund position peaked at $639K in Q3 2023.
252 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2023.

Based on Glenview Trust's 13F filing for Q4 2023, filed 12 Feb 2024.