ClearBridge Investments’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

ClearBridge Investments’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	-1,026	Closed	-$17K	–	1137
2016 Q4	$17K	Buy	+1,026	New	+$16.1K	﹤0.01%	999
2014 Q1	–	Sell	-360	Closed	-$6K	–	1133
2013 Q4	$6K	Buy	+360	New	+$5.83K	﹤0.01%	1071

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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 $2.3T AUM 54.33% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

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

JCM

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

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

ClearBridge Investments's DXJ Position: Q1 2017 in Review

ClearBridge Investments sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2017, closing a stake of 1,026 shares — an estimated $17K sold.

ClearBridge Investments first reported a position in DXJ in Q4 2013 and held it in 2 quarters. The position peaked at $17K in Q4 2016. 316 funds tracked by Wall St. Rank hold DXJ as of Q1 2017.

ClearBridge Investments reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
ClearBridge Investments sold 1,026 WisdomTree Japan Hedged Equity Fund shares in Q1 2017, an estimated $17K.
ClearBridge Investments first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 2 quarters.
ClearBridge Investments's WisdomTree Japan Hedged Equity Fund position peaked at $17K in Q4 2016.
316 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2017.

Based on ClearBridge Investments's 13F filing for Q1 2017, filed 15 May 2017.