Clearwater Capital Advisors’s WisdomTree Japan Hedged Real Estate Fund DXJR Stock Holding History

Clearwater Capital Advisors’s Portfolio DXJR Stock Details DXJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-19,154	Closed	-$268K	–	162
2016 Q4	$268K	Sell	19,154 -4,009	-17%	-$98.2K	0.09%	130
2016 Q3	$550K	Sell	23,163 -2,586	-10%	-$62.5K	0.19%	92
2016 Q2	$614K	Buy	+25,749	New	+$652K	0.23%	88

Other funds holding DXJR

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Clearwater Capital Advisors's DXJR Position: Q1 2017 in Review

Clearwater Capital Advisors sold out of WisdomTree Japan Hedged Real Estate Fund (DXJR) in Q1 2017, closing a stake of 19,154 shares — an estimated $268K sold.

Clearwater Capital Advisors first reported a position in DXJR in Q2 2016 and held it in 3 quarters. The position peaked at $614K in Q2 2016. 11 funds tracked by Wall St. Rank hold DXJR as of Q1 2017.

Clearwater Capital Advisors reported no remaining WisdomTree Japan Hedged Real Estate Fund position as of Q1 2017 after selling out during the quarter.
Clearwater Capital Advisors sold 19,154 WisdomTree Japan Hedged Real Estate Fund shares in Q1 2017, an estimated $268K.
Clearwater Capital Advisors first reported a position in WisdomTree Japan Hedged Real Estate Fund in Q2 2016 and held it in 3 quarters.
Clearwater Capital Advisors's WisdomTree Japan Hedged Real Estate Fund position peaked at $614K in Q2 2016.
11 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Real Estate Fund as of Q1 2017.

Based on Clearwater Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.