Drexel Morgan & Co’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Drexel Morgan & Co’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
2016 Q3	–	Sell	-10,410	Closed	-$404K	–	93
2016 Q2	$404K	Buy	+10,410	New	+$439K	0.46%	61
2016 Q1	–	Sell	-17,325	Closed	-$868K	–	94
2015 Q4	$868K	Buy	17,325 +9,000	+108%	+$479K	0.96%	40
2015 Q3	$405K	Hold	8,325	–	–	0.52%	57
2015 Q2	$476K	Hold	8,325	–	–	0.56%	52
2015 Q1	$459K	Buy	+8,325	New	+$434K	0.49%	56

Other funds holding DXJ

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Drexel Morgan & Co's DXJ Position: Q3 2016 in Review

Drexel Morgan & Co sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2016, closing a stake of 10,410 shares — an estimated $404K sold.

Drexel Morgan & Co first reported a position in DXJ in Q1 2015 and held it in 5 quarters. The position peaked at $868K in Q4 2015. 273 funds tracked by Wall St. Rank hold DXJ as of Q3 2016.

Drexel Morgan & Co reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2016 after selling out during the quarter.
Drexel Morgan & Co sold 10,410 WisdomTree Japan Hedged Equity Fund shares in Q3 2016, an estimated $404K.
Drexel Morgan & Co first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2015 and held it in 5 quarters.
Drexel Morgan & Co's WisdomTree Japan Hedged Equity Fund position peaked at $868K in Q4 2015.
273 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2016.

Based on Drexel Morgan & Co's 13F filing for Q3 2016, filed 14 Nov 2016.