Envestnet Asset Management’s WisdomTree Japan Hedged Real Estate Fund DXJR Stock Holding History

Envestnet Asset Management’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 Q3	–	Sell	-2,898	Closed	-$42K	–	3167
2017 Q2	$42K	Buy	2,898 +52	+2%	+$724	﹤0.01%	2424
2017 Q1	$38K	Hold	2,846	–	–	﹤0.01%	2510
2016 Q4	$39K	Sell	2,846 -1	-0%	-$24	﹤0.01%	2520
2016 Q3	$68K	Sell	2,847 -54,509	-95%	-$1.32M	﹤0.01%	2489
2016 Q2	$1.4M	Sell	57,356 -19,250	-25%	-$488K	0.01%	1173
2016 Q1	$1.97M	Buy	+76,606	New	+$1.91M	0.01%	995
2014 Q4	–	Sell	-192	Closed	-$5K	–	2940
2014 Q3	$5K	Buy	192 +70	+57%	+$1.87K	﹤0.01%	2336
2014 Q2	$3K	Buy	+122	New	+$3.12K	﹤0.01%	2475

Other funds holding DXJR

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

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

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

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

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Envestnet Asset Management's DXJR Position: Q3 2017 in Review

Envestnet Asset Management sold out of WisdomTree Japan Hedged Real Estate Fund (DXJR) in Q3 2017, closing a stake of 2,898 shares — an estimated $42K sold.

Envestnet Asset Management first reported a position in DXJR in Q2 2014 and held it in 8 quarters. The position peaked at $1.97M in Q1 2016. 10 funds tracked by Wall St. Rank hold DXJR as of Q3 2017.

Envestnet Asset Management reported no remaining WisdomTree Japan Hedged Real Estate Fund position as of Q3 2017 after selling out during the quarter.
Envestnet Asset Management sold 2,898 WisdomTree Japan Hedged Real Estate Fund shares in Q3 2017, an estimated $42K.
Envestnet Asset Management first reported a position in WisdomTree Japan Hedged Real Estate Fund in Q2 2014 and held it in 8 quarters.
Envestnet Asset Management's WisdomTree Japan Hedged Real Estate Fund position peaked at $1.97M in Q1 2016.
10 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Real Estate Fund as of Q3 2017.

Based on Envestnet Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.