Stelac Advisory Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Stelac Advisory Services’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 Q4	–	Sell	-5,530	Closed	-$349K	–	197
2021 Q3	$349K	Hold	5,530	–	–	0.09%	152
2021 Q2	$337K	Hold	5,530	–	–	0.08%	164
2021 Q1	$339K	Hold	5,530	–	–	0.13%	117
2020 Q4	$301K	Hold	5,530	–	–	0.08%	141
2020 Q3	$271K	Hold	5,530	–	–	0.09%	114
2020 Q2	$260K	Hold	5,530	–	–	0.1%	94
2020 Q1	$233K	Hold	5,530	–	–	0.11%	77
2019 Q4	$297K	Hold	5,530	–	–	0.21%	50
2019 Q3	$279K	Hold	5,530	–	–	0.2%	54
2019 Q2	$269K	Sell	5,530 -609	-10%	-$30.4K	0.21%	48
2019 Q1	$285K	Hold	6,139	–	–	0.14%	49
2018 Q4	$285K	Sell	6,139 -1,960	-24%	-$102K	0.14%	44
2018 Q3	$469K	Hold	8,099	–	–	0.14%	44
2018 Q2	$437K	Hold	8,099	–	–	0.12%	49
2018 Q1	$454K	Hold	8,099	–	–	0.14%	41
2017 Q4	$481K	Buy	8,099 +1,960	+32%	+$113K	0.2%	30
2017 Q3	$336K	Buy	+6,139	New	+$322K	0.1%	51

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

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

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

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

KAS

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

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Stelac Advisory Services's DXJ Position: Q4 2021 in Review

Stelac Advisory Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2021, closing a stake of 5,530 shares — an estimated $349K sold.

Stelac Advisory Services first reported a position in DXJ in Q3 2017 and held it in 17 quarters. The position peaked at $481K in Q4 2017. 192 funds tracked by Wall St. Rank hold DXJ as of Q4 2021.

Stelac Advisory Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
Stelac Advisory Services sold 5,530 WisdomTree Japan Hedged Equity Fund shares in Q4 2021, an estimated $349K.
Stelac Advisory Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2017 and held it in 17 quarters.
Stelac Advisory Services's WisdomTree Japan Hedged Equity Fund position peaked at $481K in Q4 2017.
192 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2021.

Based on Stelac Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.