Meristem Family Wealth’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Meristem Family Wealth’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
2022 Q1	$326K	Hold	5,099	–	–	0.04%	253
2021 Q4	$319K	Hold	5,099	–	–	0.03%	289
2021 Q3	$322K	Hold	5,099	–	–	0.03%	303
2021 Q2	$311K	Hold	5,099	–	–	0.05%	246
2021 Q1	$313K	Hold	5,099	–	–	0.06%	176
2020 Q4	$277K	Hold	5,099	–	–	0.06%	184
2020 Q3	$250K	Hold	5,099	–	–	0.06%	161
2020 Q2	$240K	Hold	5,099	–	–	0.07%	158
2020 Q1	$215K	Hold	5,099	–	–	0.07%	166
2019 Q4	$274K	Hold	5,099	–	–	0.07%	156
2019 Q3	$257K	Sell	5,099 -2,316	-31%	-$112K	0.07%	158
2019 Q2	$361K	Hold	7,415	–	–	0.11%	106
2019 Q1	$375K	Hold	7,415	–	–	0.13%	88
2018 Q4	$344K	Hold	7,415	–	–	0.13%	84
2018 Q3	$430K	Hold	7,415	–	–	0.15%	78
2018 Q2	$400K	Buy	+7,415	New	+$420K	0.14%	76

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

Jane Street New York $1.21T AUM 78.12% 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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Meristem Family Wealth's DXJ Position: Q1 2022 in Review

Meristem Family Wealth held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q1 2022 at 5,099 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #253.

Meristem Family Wealth first reported a position in DXJ in Q2 2018 and has held it in 16 quarters since. The position peaked at $430K in Q3 2018. 183 funds tracked by Wall St. Rank hold DXJ as of Q1 2022.

Meristem Family Wealth held 5,099 shares of WisdomTree Japan Hedged Equity Fund worth $326K as of Q1 2022.
Meristem Family Wealth left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q1 2022.
WisdomTree Japan Hedged Equity Fund made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #253 holding.
Meristem Family Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2018 and has held it in 16 quarters since.
Meristem Family Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $430K in Q3 2018.
183 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.