1834 Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

1834 Investment 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
2015 Q4	–	Sell	-17,100	Closed	-$277K	–	181
2015 Q3	$277K	Hold	17,100	–	–	0.07%	165
2015 Q2	$326K	Hold	17,100	–	–	0.09%	131
2015 Q1	$314K	Hold	17,100	–	–	0.09%	134
2014 Q4	$281K	Hold	17,100	–	–	0.08%	137
2014 Q3	$298K	Hold	17,100	–	–	0.08%	134
2014 Q2	$281K	Sell	17,100 -1,500	-8%	-$23.7K	0.08%	139
2014 Q1	$294K	Sell	18,600 -3,600	-16%	-$57.2K	0.09%	127
2013 Q4	$376K	Buy	22,200 +3,600	+19%	+$58.3K	0.11%	119
2013 Q3	$297K	Hold	18,600	–	–	0.1%	123
2013 Q2	$283K	Buy	+18,600	New	+$290K	0.1%	129

Other funds holding DXJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

1834 Investment Advisors's DXJ Position: Q4 2015 in Review

1834 Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2015, closing a stake of 17,100 shares — an estimated $277K sold.

1834 Investment Advisors first reported a position in DXJ in Q2 2013 and held it in 10 quarters. The position peaked at $376K in Q4 2013. 358 funds tracked by Wall St. Rank hold DXJ as of Q4 2015.

1834 Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
1834 Investment Advisors sold 17,100 WisdomTree Japan Hedged Equity Fund shares in Q4 2015, an estimated $277K.
1834 Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 10 quarters.
1834 Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $376K in Q4 2013.
358 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2015.

Based on 1834 Investment Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.