ArchPoint Investors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

ArchPoint Investors’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 Q4	–	Sell	-1,315	Closed	-$72K	–	152
2017 Q3	$72K	Sell	1,315 -2,790	-68%	-$146K	0.02%	119
2017 Q2	$213K	Sell	4,105 -365	-8%	-$18.7K	0.07%	98
2017 Q1	$226K	Hold	4,470	–	–	0.08%	78
2016 Q4	$221K	Buy	+4,470	New	+$210K	0.13%	76
2016 Q3	–	Sell	-4,470	Closed	-$173K	–	107
2016 Q2	$173K	Hold	4,470	–	–	0.1%	82
2016 Q1	$195K	Buy	4,470 +360	+9%	+$15.9K	0.11%	76
2015 Q4	$206K	Sell	4,110 -5,000	-55%	-$266K	0.14%	76
2015 Q3	$443K	Hold	9,110	–	–	0.31%	47
2015 Q2	$521K	Sell	9,110 -1,050	-10%	-$60.9K	0.33%	48
2015 Q1	$560K	Buy	10,160 +700	+7%	+$36.5K	0.38%	41
2014 Q4	$466K	Buy	9,460 +5,000	+112%	+$261K	0.34%	60
2014 Q3	$233K	Hold	4,460	–	–	0.2%	88
2014 Q2	$220K	Hold	4,460	–	–	0.19%	86
2014 Q1	$211K	Hold	4,460	–	–	0.19%	79
2013 Q4	$227K	Buy	+4,460	New	+$217K	0.21%	76

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JCM

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

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

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

ArchPoint Investors's DXJ Position: Q4 2017 in Review

ArchPoint Investors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2017, closing a stake of 1,315 shares — an estimated $72K sold.

ArchPoint Investors first reported a position in DXJ in Q4 2013 and held it in 15 quarters. The position peaked at $560K in Q1 2015. 362 funds tracked by Wall St. Rank hold DXJ as of Q4 2017.

ArchPoint Investors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
ArchPoint Investors sold 1,315 WisdomTree Japan Hedged Equity Fund shares in Q4 2017, an estimated $72K.
ArchPoint Investors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 15 quarters.
ArchPoint Investors's WisdomTree Japan Hedged Equity Fund position peaked at $560K in Q1 2015.
362 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2017.

Based on ArchPoint Investors's 13F filing for Q4 2017, filed 14 Feb 2018.