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

Tarbox 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
2019 Q4	–	Sell	-398	Closed	-$20K	–	1130
2019 Q3	$20K	Sell	398 -1,435	-78%	-$69.4K	0.01%	252
2019 Q2	$89K	Buy	+1,833	New	+$91.4K	0.03%	132

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Tarbox Family Office's DXJ Position: Q4 2019 in Review

Tarbox Family Office sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2019, closing a stake of 398 shares — an estimated $20K sold.

Tarbox Family Office first reported a position in DXJ in Q2 2019 and held it in 2 quarters. The position peaked at $89K in Q2 2019. 236 funds tracked by Wall St. Rank hold DXJ as of Q4 2019.

Tarbox Family Office reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2019 after selling out during the quarter.
Tarbox Family Office sold 398 WisdomTree Japan Hedged Equity Fund shares in Q4 2019, an estimated $20K.
Tarbox Family Office first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2019 and held it in 2 quarters.
Tarbox Family Office's WisdomTree Japan Hedged Equity Fund position peaked at $89K in Q2 2019.
236 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2019.

Based on Tarbox Family Office's 13F filing for Q4 2019, filed 31 Jan 2020.