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

Apriem 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
2018 Q3	–	Sell	-2,216	Closed	-$120K	–	198
2018 Q2	$120K	Buy	+2,216	New	+$125K	0.03%	156
2017 Q2	–	Sell	-2,216	Closed	-$112K	–	244
2017 Q1	$112K	Buy	2,216 +2,182	+6,418%	+$111K	0.03%	163
2016 Q4	$2K	Buy	+34	New	+$1.6K	﹤0.01%	618
2016 Q2	–	Sell	-165	Closed	-$7K	–	598
2016 Q1	$7K	Buy	+165	New	+$7.28K	﹤0.01%	400

Other funds holding DXJ

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Apriem Advisors's DXJ Position: Q3 2018 in Review

Apriem Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2018, closing a stake of 2,216 shares — an estimated $120K sold.

Apriem Advisors first reported a position in DXJ in Q1 2016 and held it in 4 quarters. The position peaked at $120K in Q2 2018. 314 funds tracked by Wall St. Rank hold DXJ as of Q3 2018.

Apriem Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 2,216 WisdomTree Japan Hedged Equity Fund shares in Q3 2018, an estimated $120K.
Apriem Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2016 and held it in 4 quarters.
Apriem Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $120K in Q2 2018.
314 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.