Pathstone Family Office’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Pathstone Family Office’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 Q3	–	Sell	-950	Closed	-$45K	–	847
2020 Q2	$45K	Hold	950	–	–	0.01%	329
2020 Q1	$40K	Buy	+950	New	+$46.7K	0.01%	335
2013 Q3	–	Sell	-3,068	Closed	-$140K	–	338
2013 Q2	$140K	Buy	+3,068	New	+$143K	0.16%	35

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pathstone Family Office's DXJ Position: Q3 2020 in Review

Pathstone Family Office sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2020, closing a stake of 950 shares — an estimated $45K sold.

Pathstone Family Office first reported a position in DXJ in Q2 2013 and held it in 3 quarters. The position peaked at $140K in Q2 2013. 167 funds tracked by Wall St. Rank hold DXJ as of Q3 2020.

Pathstone Family Office reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
Pathstone Family Office sold 950 WisdomTree Japan Hedged Equity Fund shares in Q3 2020, an estimated $45K.
Pathstone Family Office first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 3 quarters.
Pathstone Family Office's WisdomTree Japan Hedged Equity Fund position peaked at $140K in Q2 2013.
167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2020.

Based on Pathstone Family Office's 13F filing for Q3 2020, filed 12 Nov 2020.