Constellation Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Constellation Wealth Advisors’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	$104M	Buy	2,136,966 +168,228	+9%	+$9.1M	11.52%	2
2015 Q2	$113M	Buy	1,968,738 +351,189	+22%	+$20.4M	9.54%	2
2015 Q1	$89.2M	Buy	1,617,549 +485,465	+43%	+$25.3M	7.83%	2
2014 Q4	$55.7M	Sell	1,132,084 -566,183	-33%	-$29.6M	4.63%	4
2014 Q3	$88.9M	Buy	1,698,267 +23,645	+1%	+$1.19M	8.19%	3
2014 Q2	$82.7M	Buy	1,674,622 +237,686	+17%	+$11.3M	9.28%	2
2014 Q1	$68M	Sell	1,436,936 -239,511	-14%	-$11.4M	6.64%	2
2013 Q4	$85.2M	Buy	1,676,447 +167,195	+11%	+$8.13M	8.19%	2
2013 Q3	$72.3M	Buy	1,509,252 +503,931	+50%	+$23.6M	8.23%	2
2013 Q2	$45.9M	Buy	+1,005,321	New	+$47M	5.5%	2

Other funds holding DXJ

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Constellation Wealth Advisors's DXJ Position: Q3 2015 in Review

Constellation Wealth Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 8.5% in Q3 2015, buying an estimated $9.1M and bringing the position to 2,136,966 shares worth $104M. The position accounts for 11.52% of the portfolio, ranked #2.

Constellation Wealth Advisors first reported a position in DXJ in Q2 2013 and has held it in 10 quarters since. The position peaked at $113M in Q2 2015. 356 funds tracked by Wall St. Rank hold DXJ as of Q3 2015.

Constellation Wealth Advisors held 2,136,966 shares of WisdomTree Japan Hedged Equity Fund worth $104M as of Q3 2015.
Constellation Wealth Advisors bought 168,228 WisdomTree Japan Hedged Equity Fund shares in Q3 2015, an estimated $9.1M.
WisdomTree Japan Hedged Equity Fund made up 11.52% of Constellation Wealth Advisors's portfolio in Q3 2015, its #2 holding.
Constellation Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 10 quarters since.
Constellation Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $113M in Q2 2015.
356 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.