Concert Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Concert Wealth 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	–	Sell	-56,406	Closed	-$933K	–	222
2017 Q1	$933K	Sell	56,406 -1,857	-3%	-$31.5K	0.21%	138
2016 Q4	$964K	Sell	58,263 -7,746	-12%	-$121K	0.21%	133
2016 Q3	$947K	Sell	66,009 -3,330	-5%	-$46.1K	0.12%	233
2016 Q2	$903K	Sell	69,339 -33,468	-33%	-$471K	0.12%	223
2016 Q1	$1.49M	Sell	102,807 -54,624	-35%	-$804K	0.2%	126
2015 Q4	$2.63M	Buy	157,431 +41,904	+36%	+$743K	0.35%	60
2015 Q3	$1.88M	Buy	115,527 +1,740	+2%	+$31.4K	0.25%	89
2015 Q2	$2.16M	Buy	113,787 +43,386	+62%	+$839K	0.28%	79
2015 Q1	$708K	Buy	70,401 +1,413	+2%	+$24.5K	0.2%	144
2014 Q4	$1.13M	Buy	68,988 +10,479	+18%	+$182K	0.17%	149
2014 Q3	$1.02M	Buy	58,509 +795	+1%	+$13.3K	0.14%	128
2014 Q2	$886K	Sell	57,714 -23,679	-29%	-$374K	0.11%	158
2014 Q1	$1.28M	Sell	81,393 -24,336	-23%	-$386K	0.16%	96
2013 Q4	$1.79M	Buy	105,729 +5,073	+5%	+$82.2K	0.23%	59
2013 Q3	$1.61M	Buy	100,656 +49,968	+99%	+$781K	0.23%	60
2013 Q2	$775K	Buy	+50,688	New	+$789K	0.12%	148

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

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ERSOT

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

Concert Wealth Management's DXJ Position: Q2 2017 in Review

Concert Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2017, closing a stake of 56,406 shares — an estimated $933K sold.

Concert Wealth Management first reported a position in DXJ in Q2 2013 and held it in 16 quarters. The position peaked at $2.63M in Q4 2015. 307 funds tracked by Wall St. Rank hold DXJ as of Q2 2017.

Concert Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 56,406 WisdomTree Japan Hedged Equity Fund shares in Q2 2017, an estimated $933K.
Concert Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 16 quarters.
Concert Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $2.63M in Q4 2015.
307 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.