Braver Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Braver Wealth 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	$6.12M	Sell	123,621 -10,515	-8%	-$494K	0.99%	25
2016 Q3	$5.76M	Buy	134,136 +14,330	+12%	+$595K	0.96%	29
2016 Q2	$4.65M	Buy	+119,806	New	+$5.05M	0.79%	32
2014 Q1	–	Sell	-4,017	Closed	-$204K	–	77
2013 Q4	$204K	Buy	+4,017	New	+$195K	0.07%	74

Other funds holding DXJ

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

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 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

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Braver Wealth Management's DXJ Position: Q4 2016 in Review

Braver Wealth Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 7.8% in Q4 2016, selling an estimated $494K and leaving 123,621 shares worth $6.12M. The position accounts for 0.99% of the portfolio, ranked #25.

Braver Wealth Management first reported a position in DXJ in Q4 2013 and has held it in 4 quarters since. 330 funds tracked by Wall St. Rank hold DXJ as of Q4 2016.

Braver Wealth Management held 123,621 shares of WisdomTree Japan Hedged Equity Fund worth $6.12M as of Q4 2016.
Braver Wealth Management sold 10,515 WisdomTree Japan Hedged Equity Fund shares in Q4 2016, an estimated $494K.
WisdomTree Japan Hedged Equity Fund made up 0.99% of Braver Wealth Management's portfolio in Q4 2016, its #25 holding.
Braver Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and has held it in 4 quarters since.
330 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.