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

Convergent 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	–	Sell	-6,378	Closed	-$365K	–	37
2015 Q2	$365K	Buy	6,378 +628	+11%	+$36.4K	0.08%	33
2015 Q1	$317K	Buy	+5,750	New	+$299K	0.05%	43

Other funds holding DXJ

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

Convergent Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2015, closing a stake of 6,378 shares — an estimated $365K sold.

Convergent Wealth Advisors first reported a position in DXJ in Q1 2015 and held it in 2 quarters. The position peaked at $365K in Q2 2015. 357 funds tracked by Wall St. Rank hold DXJ as of Q3 2015.

Convergent Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
Convergent Wealth Advisors sold 6,378 WisdomTree Japan Hedged Equity Fund shares in Q3 2015, an estimated $365K.
Convergent Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2015 and held it in 2 quarters.
Convergent Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $365K in Q2 2015.
357 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.