Atwood & Palmer’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Atwood & Palmer’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	-167	Closed	-$8K	–	406
2015 Q3	$8K	Buy	+167	New	+$9.03K	﹤0.01%	350

Other funds holding DXJ

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WIM

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Atwood & Palmer's DXJ Position: Q4 2015 in Review

Atwood & Palmer sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2015, closing a stake of 167 shares — an estimated $8K sold.

Atwood & Palmer first reported a position in DXJ in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 357 funds tracked by Wall St. Rank hold DXJ as of Q4 2015.

Atwood & Palmer reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
Atwood & Palmer sold 167 WisdomTree Japan Hedged Equity Fund shares in Q4 2015, an estimated $8K.
Atwood & Palmer first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2015 and held it in 1 quarter.
Atwood & Palmer's WisdomTree Japan Hedged Equity Fund position peaked at $8K in Q3 2015.
357 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2015.

Based on Atwood & Palmer's 13F filing for Q4 2015, filed 28 Jan 2016.