Tompkins Financial’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Tompkins Financial’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 Q1	–	Sell	-2,883	Closed	-$52K	–	417
2019 Q4	$52K	Buy	+2,883	New	+$51.3K	0.01%	253
2016 Q1	–	Sell	-1,155	Closed	-$19K	–	507
2015 Q4	$19K	Buy	+1,155	New	+$20.5K	0.01%	370

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

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

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

Tompkins Financial's DXJ Position: Q1 2020 in Review

Tompkins Financial sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 2,883 shares — an estimated $52K sold.

Tompkins Financial first reported a position in DXJ in Q4 2015 and held it in 2 quarters. The position peaked at $52K in Q4 2019. 199 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

Tompkins Financial reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Tompkins Financial sold 2,883 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $52K.
Tompkins Financial first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and held it in 2 quarters.
Tompkins Financial's WisdomTree Japan Hedged Equity Fund position peaked at $52K in Q4 2019.
199 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Tompkins Financial's 13F filing for Q1 2020, filed 22 Apr 2020.