Patten Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-315	Closed	-$15K	–	280
2018 Q4	$15K	Hold	315	–	–	0.01%	394
2018 Q3	$18K	Hold	315	–	–	0.01%	439
2018 Q2	$17K	Sell	315 -180	-36%	-$10.2K	0.01%	416
2018 Q1	$28K	Buy	495 +345	+230%	+$20.1K	0.01%	373
2017 Q4	$9K	Buy	150 +100	+200%	+$5.77K	﹤0.01%	496
2017 Q3	$3K	Hold	50	–	–	﹤0.01%	558
2017 Q2	$3K	Hold	50	–	–	﹤0.01%	571
2017 Q1	$2K	Hold	50	–	–	﹤0.01%	588
2016 Q4	$3K	Hold	50	–	–	﹤0.01%	535
2016 Q3	$2.18K	Sell	50 -150	-75%	-$6.23K	﹤0.01%	578
2016 Q2	$7.76K	Hold	200	–	–	﹤0.01%	475
2016 Q1	$8.74K	Hold	200	–	–	﹤0.01%	482
2015 Q4	$10K	Hold	200	–	–	﹤0.01%	484
2015 Q3	$9.73K	Hold	200	–	–	0.01%	431
2015 Q2	$11.4K	Buy	+200	New	+$11.6K	0.01%	431
2015 Q1	–	Sell	-200	Closed	-$10K	–	179
2014 Q4	$10K	Buy	+200	New	+$10.4K	﹤0.01%	231

Other funds holding DXJ

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Patten Group's DXJ Position: Q1 2019 in Review

Patten Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2019, closing a stake of 315 shares — an estimated $15K sold.

Patten Group first reported a position in DXJ in Q4 2014 and held it in 16 quarters. The position peaked at $28K in Q1 2018. 271 funds tracked by Wall St. Rank hold DXJ as of Q1 2019.

Patten Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
Patten Group sold 315 WisdomTree Japan Hedged Equity Fund shares in Q1 2019, an estimated $15K.
Patten Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 16 quarters.
Patten Group's WisdomTree Japan Hedged Equity Fund position peaked at $28K in Q1 2018.
271 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.