Bridgewater Wealth & Financial Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bridgewater Wealth & 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
2017 Q1	–	Sell	-13,129	Closed	-$650K	–	110
2016 Q4	$650K	Sell	13,129 -301,897	-96%	-$14.2M	0.25%	53
2016 Q3	$13.5M	Buy	315,026 +4,304	+1%	+$179K	4.98%	2
2016 Q2	$12.1M	Buy	310,722 +19,744	+7%	+$833K	4.35%	2
2016 Q1	$12.7M	Buy	290,978 +6,525	+2%	+$288K	4.62%	2
2015 Q4	$14.2M	Buy	284,453 +38,238	+16%	+$2.03M	5.52%	2
2015 Q3	$12M	Buy	246,215 +35,297	+17%	+$1.91M	4.96%	4
2015 Q2	$12.1M	Buy	210,918 +26,751	+15%	+$1.55M	5.12%	2
2015 Q1	$10.2M	Buy	184,167 +16,893	+10%	+$880K	4.33%	4
2014 Q4	$8.23M	Buy	+167,274	New	+$8.73M	3.35%	7

Other funds holding DXJ

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

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

JCM

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

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

Bridgewater Wealth & Financial Management's DXJ Position: Q1 2017 in Review

Bridgewater Wealth & Financial Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2017, closing a stake of 13,129 shares — an estimated $650K sold.

Bridgewater Wealth & Financial Management first reported a position in DXJ in Q4 2014 and held it in 9 quarters. The position peaked at $14.2M in Q4 2015. 315 funds tracked by Wall St. Rank hold DXJ as of Q1 2017.

Bridgewater Wealth & Financial Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 13,129 WisdomTree Japan Hedged Equity Fund shares in Q1 2017, an estimated $650K.
Bridgewater Wealth & Financial Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 9 quarters.
Bridgewater Wealth & Financial Management's WisdomTree Japan Hedged Equity Fund position peaked at $14.2M in Q4 2015.
315 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2017, filed 15 May 2017.