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

SVB 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
2020
Q3 		– Sell
-91
Closed -$4K – 754
2020
Q2 		$4K Hold
91
– – ﹤0.01% 627
2020
Q1 		$3K Hold
91
– – ﹤0.01% 571
2019
Q4 		$5K Buy
+91
New +$4.86K ﹤0.01% 640

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SVB Wealth's DXJ Position: Q3 2020 in Review

SVB Wealth sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2020, closing a stake of 91 shares — an estimated $4K sold.

SVB Wealth first reported a position in DXJ in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 167 funds tracked by Wall St. Rank hold DXJ as of Q3 2020.

  • SVB Wealth reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
  • SVB Wealth sold 91 WisdomTree Japan Hedged Equity Fund shares in Q3 2020, an estimated $4K.
  • SVB Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2019 and held it in 3 quarters.
  • SVB Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $5K in Q4 2019.
  • 167 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2020.

Based on SVB Wealth's 13F filing for Q3 2020, filed 10 Nov 2020.