Capital Wealth Planning’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Capital Wealth Planning’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
2015 Q3	–	Sell	-3,700	Closed	-$212K	–	109
2015 Q2	$212K	Hold	3,700	–	–	0.13%	99
2015 Q1	$204K	Sell	3,700 -7,000	-65%	-$365K	0.11%	104
2014 Q4	$527K	Buy	+10,700	New	+$559K	0.25%	68

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Capital Wealth Planning's DXJ Position: Q3 2015 in Review

Capital Wealth Planning sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2015, closing a stake of 3,700 shares — an estimated $212K sold.

Capital Wealth Planning first reported a position in DXJ in Q4 2014 and held it in 3 quarters. The position peaked at $527K in Q4 2014. 357 funds tracked by Wall St. Rank hold DXJ as of Q3 2015.

Capital Wealth Planning reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
Capital Wealth Planning sold 3,700 WisdomTree Japan Hedged Equity Fund shares in Q3 2015, an estimated $212K.
Capital Wealth Planning first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 3 quarters.
Capital Wealth Planning's WisdomTree Japan Hedged Equity Fund position peaked at $527K in Q4 2014.
357 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2015.

Based on Capital Wealth Planning's 13F filing for Q3 2015, filed 13 Nov 2015.