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Boston Financial Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Boston Financial 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
2016
Q4 		– Sell
-4,675
Closed -$201K – 280
2016
Q3 		$201K Sell
4,675
-404,404
-99% -$16.8M 0.02% 244
2016
Q2 		$15.9M Buy
+409,079
New +$17.3M 1.29% 11

Other funds holding DXJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
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
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Financial Management's DXJ Position: Q4 2016 in Review

Boston Financial Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2016, closing a stake of 4,675 shares — an estimated $201K sold.

Boston Financial Management first reported a position in DXJ in Q2 2016 and held it in 2 quarters. The position peaked at $15.9M in Q2 2016. 330 funds tracked by Wall St. Rank hold DXJ as of Q4 2016.

  • Boston Financial Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
  • Boston Financial Management sold 4,675 WisdomTree Japan Hedged Equity Fund shares in Q4 2016, an estimated $201K.
  • Boston Financial Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2016 and held it in 2 quarters.
  • Boston Financial Management's WisdomTree Japan Hedged Equity Fund position peaked at $15.9M in Q2 2016.
  • 330 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2016.

Based on Boston Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.