Stonebridge Capital Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Stonebridge Capital Advisors’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	-54	Closed	-$3K	–	325
2020 Q2	$3K	Hold	54	–	–	﹤0.01%	618
2020 Q1	$2K	Hold	54	–	–	﹤0.01%	636
2019 Q4	$3K	Hold	54	–	–	﹤0.01%	695
2019 Q3	$3K	Hold	54	–	–	﹤0.01%	660
2019 Q2	$3K	Buy	+54	New	+$2.69K	﹤0.01%	719

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

Stonebridge Capital Advisors's DXJ Position: Q3 2020 in Review

Stonebridge Capital Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2020, closing a stake of 54 shares — an estimated $3K sold.

Stonebridge Capital Advisors first reported a position in DXJ in Q2 2019 and held it in 5 quarters. The position peaked at $3K in Q2 2020. 167 funds tracked by Wall St. Rank hold DXJ as of Q3 2020.

Stonebridge Capital Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
Stonebridge Capital Advisors sold 54 WisdomTree Japan Hedged Equity Fund shares in Q3 2020, an estimated $3K.
Stonebridge Capital Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2019 and held it in 5 quarters.
Stonebridge Capital Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $3K in Q2 2020.
167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2020.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2020, filed 18 Nov 2020.