Gruss & Co’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Gruss & Co’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 Q2	–	Sell	-12,500	Closed	-$767K	–	26
2021 Q1	$767K	Buy	12,500 +7,500	+150%	+$437K	3.19%	12
2020 Q4	$272K	Buy	+5,000	New	+$258K	1.04%	23
2018 Q3	–	Sell	-17,500	Closed	-$945K	–	33
2018 Q2	$945K	Sell	17,500 -100,000	-85%	-$5.66M	0.96%	23
2018 Q1	$6.58M	Buy	117,500 +17,500	+18%	+$1.02M	6.65%	4
2017 Q4	$5.93M	Buy	+100,000	New	+$5.77M	5.8%	6

Other funds holding DXJ

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

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

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

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

KAS

Kemnay Advisory Services New York $791M AUM 14.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gruss & Co's DXJ Position: Q2 2021 in Review

Gruss & Co sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2021, closing a stake of 12,500 shares — an estimated $767K sold.

Gruss & Co first reported a position in DXJ in Q4 2017 and held it in 5 quarters. The position peaked at $6.58M in Q1 2018. 175 funds tracked by Wall St. Rank hold DXJ as of Q2 2021.

Gruss & Co reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
Gruss & Co sold 12,500 WisdomTree Japan Hedged Equity Fund shares in Q2 2021, an estimated $767K.
Gruss & Co first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 5 quarters.
Gruss & Co's WisdomTree Japan Hedged Equity Fund position peaked at $6.58M in Q1 2018.
175 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2021.

Based on Gruss & Co's 13F filing for Q2 2021, filed 10 Aug 2021.