Bell Rock Capital’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bell Rock Capital’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 Q2	–	Sell	-63	Closed	-$1K	–	418
2017 Q1	$1K	Hold	63	–	–	﹤0.01%	348
2016 Q4	$1K	Buy	+63	New	+$986	﹤0.01%	343

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

JCM

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

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

ERSOT

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

Bell Rock Capital's DXJ Position: Q2 2017 in Review

Bell Rock Capital sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2017, closing a stake of 63 shares — an estimated $1K sold.

Bell Rock Capital first reported a position in DXJ in Q4 2016 and held it in 2 quarters. The position peaked at $1K in Q1 2017. 307 funds tracked by Wall St. Rank hold DXJ as of Q2 2017.

Bell Rock Capital reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Bell Rock Capital sold 63 WisdomTree Japan Hedged Equity Fund shares in Q2 2017, an estimated $1K.
Bell Rock Capital first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and held it in 2 quarters.
Bell Rock Capital's WisdomTree Japan Hedged Equity Fund position peaked at $1K in Q1 2017.
307 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2017.

Based on Bell Rock Capital's 13F filing for Q2 2017, filed 6 Dec 2018.