Archford Capital Strategies’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Archford Capital Strategies’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
2017 Q1	–	Sell	-30	Closed	-$1.53K	–	718
2016 Q4	$1K	Hold	30	–	–	﹤0.01%	561
2016 Q3	$1K	Hold	30	–	–	﹤0.01%	583
2016 Q2	$1K	Buy	+30	New	+$1.26K	﹤0.01%	638
2016 Q1	–	Sell	-70	Closed	-$4K	–	287
2015 Q4	$4K	Hold	70	–	–	﹤0.01%	595
2015 Q3	$3K	Sell	70 -31	-31%	-$1.68K	﹤0.01%	527
2015 Q2	$6K	Buy	101 +40	+66%	+$2.32K	﹤0.01%	353
2015 Q1	$3.36K	Buy	+61	New	+$3.18K	﹤0.01%	429
2014 Q2	–	Sell	-38	Closed	-$1.8K	–	914
2014 Q1	$1.8K	Buy	+38	New	+$1.81K	﹤0.01%	665

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

Archford Capital Strategies's DXJ Position: Q1 2017 in Review

Archford Capital Strategies sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2017, closing a stake of 30 shares — an estimated $1.53K sold.

Archford Capital Strategies first reported a position in DXJ in Q1 2014 and held it in 8 quarters. The position peaked at $6K in Q2 2015. 315 funds tracked by Wall St. Rank hold DXJ as of Q1 2017.

Archford Capital Strategies reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
Archford Capital Strategies sold 30 WisdomTree Japan Hedged Equity Fund shares in Q1 2017, an estimated $1.53K.
Archford Capital Strategies first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2014 and held it in 8 quarters.
Archford Capital Strategies's WisdomTree Japan Hedged Equity Fund position peaked at $6K in Q2 2015.
315 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2017.

Based on Archford Capital Strategies's 13F filing for Q1 2017, filed 16 May 2017.