Capstone Asset Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Capstone Asset 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 Q2	$639K	Buy	+12,292	New	+$629K	0.02%	769
2014 Q1	–	Sell	-10,254	Closed	-$521K	–	1770
2013 Q4	$521K	Buy	+10,254	New	+$498K	0.02%	1100

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

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Capstone Asset Management's DXJ Position: Q2 2017 in Review

Capstone Asset Management opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2017: 12,292 shares worth $639K. The stake represents 0.02% of the portfolio and ranks #769 among its holdings. This is a return to the name: Capstone Asset Management previously reported a position in DXJ as recently as Q4 2013.

Capstone Asset Management first reported a position in DXJ in Q4 2013 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold DXJ as of Q2 2017.

Capstone Asset Management held 12,292 shares of WisdomTree Japan Hedged Equity Fund worth $639K as of Q2 2017.
WisdomTree Japan Hedged Equity Fund was a new Capstone Asset Management position in Q2 2017.
WisdomTree Japan Hedged Equity Fund made up 0.02% of Capstone Asset Management's portfolio in Q2 2017, its #769 holding.
Capstone Asset Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and has held it in 2 quarters since.
306 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.