Whitegate Investment Counselors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Whitegate Investment Counselors’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	-35,092	Closed	-$2.22M	–	107
2021 Q3	$2.22M	Hold	35,092	–	–	0.31%	80
2021 Q2	$2.14M	Sell	35,092 -150	-0.4%	-$9.13K	0.3%	78
2021 Q1	$2.16M	Sell	35,242 -350	-1%	-$20.4K	0.33%	75
2020 Q4	$1.94M	Sell	35,592 -850	-2%	-$43.9K	0.31%	73
2020 Q3	$1.79M	Sell	36,442 -1,565	-4%	-$75.1K	0.33%	72
2020 Q2	$1.79M	Sell	38,007 -800	-2%	-$36.4K	0.36%	72
2020 Q1	$1.64M	Sell	38,807 -4,650	-11%	-$229K	0.4%	71
2019 Q4	$2.34M	Sell	43,457 -700	-2%	-$37.4K	0.42%	73
2019 Q3	$2.23M	Sell	44,157 -3,055	-6%	-$148K	0.44%	72
2019 Q2	$2.3M	Sell	47,212 -2,325	-5%	-$116K	0.46%	72
2019 Q1	$2.51M	Buy	49,537 +200	+0.4%	+$9.96K	0.52%	67
2018 Q4	$2.29M	Sell	49,337 -3,375	-6%	-$176K	0.53%	66
2018 Q3	$3.06M	Sell	52,712 -2,135	-4%	-$117K	0.62%	59
2018 Q2	$2.96M	Sell	54,847 -700	-1%	-$39.6K	0.61%	58
2018 Q1	$3.11M	Buy	55,547 +561	+1%	+$32.7K	0.66%	51
2017 Q4	$3.26M	Buy	54,986 +2,300	+4%	+$133K	0.68%	50
2017 Q3	$2.88M	Buy	52,686 +8,300	+19%	+$435K	0.64%	56
2017 Q2	$2.31M	Buy	+44,386	New	+$2.27M	0.52%	69

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

Whitegate Investment Counselors's DXJ Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2021, closing a stake of 35,092 shares — an estimated $2.22M sold.

Whitegate Investment Counselors first reported a position in DXJ in Q2 2017 and held it in 18 quarters. The position peaked at $3.26M in Q4 2017. 192 funds tracked by Wall St. Rank hold DXJ as of Q4 2021.

Whitegate Investment Counselors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 35,092 WisdomTree Japan Hedged Equity Fund shares in Q4 2021, an estimated $2.22M.
Whitegate Investment Counselors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2017 and held it in 18 quarters.
Whitegate Investment Counselors's WisdomTree Japan Hedged Equity Fund position peaked at $3.26M in Q4 2017.
192 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.