Beck Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Beck Capital Management’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 Q1	–	Sell	-61,805	Closed	-$3.67M	–	117
2017 Q4	$3.67M	Buy	+61,805	New	+$3.57M	1.62%	23
2016 Q1	–	Sell	-39,446	Closed	-$1.98M	–	103
2015 Q4	$1.98M	Buy	+39,446	New	+$2.1M	1.16%	32
2015 Q3	–	Sell	-20,746	Closed	-$1.19M	–	110
2015 Q2	$1.19M	Buy	20,746 +7,846	+61%	+$455K	0.64%	50
2015 Q1	$711K	Buy	12,900 +6,270	+95%	+$327K	0.41%	61
2014 Q4	$326K	Sell	6,630 -5,701	-46%	-$298K	0.19%	110
2014 Q3	$603K	Buy	+12,331	New	+$621K	0.42%	71
2014 Q1	–	Sell	-63,497	Closed	-$3.02M	–	148
2013 Q4	$3.02M	Buy	+63,497	New	+$3.09M	2.42%	5

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Beck Capital Management's DXJ Position: Q1 2018 in Review

Beck Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2018, closing a stake of 61,805 shares — an estimated $3.67M sold.

Beck Capital Management first reported a position in DXJ in Q4 2013 and held it in 7 quarters. The position peaked at $3.67M in Q4 2017. 330 funds tracked by Wall St. Rank hold DXJ as of Q1 2018.

Beck Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Beck Capital Management sold 61,805 WisdomTree Japan Hedged Equity Fund shares in Q1 2018, an estimated $3.67M.
Beck Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 7 quarters.
Beck Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $3.67M in Q4 2017.
330 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2018.

Based on Beck Capital Management's 13F filing for Q1 2018, filed 15 May 2018.