Financial Architects (New Jersey)’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Financial Architects (New Jersey)’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
2018 Q1	–	Sell	-555	Closed	-$11K	–	1426
2017 Q4	$11K	Buy	555 +192	+53%	+$3.69K	﹤0.01%	1122
2017 Q3	$7K	Buy	363 +273	+303%	+$4.77K	﹤0.01%	1211
2017 Q2	$2K	Buy	+90	New	+$1.53K	﹤0.01%	1418
2016 Q4	–	Sell	-17,271	Closed	-$247K	–	1409
2016 Q3	$247K	Hold	17,271	–	–	0.07%	214
2016 Q2	$223K	Sell	17,271 -468	-3%	-$6.58K	0.06%	223
2016 Q1	$258K	Buy	17,739 +2,031	+13%	+$29.9K	0.09%	160
2015 Q4	$262K	Buy	15,708 +1,341	+9%	+$23.8K	0.11%	166
2015 Q3	$233K	Buy	14,367 +11,769	+453%	+$212K	0.1%	174
2015 Q2	$50K	Buy	2,598 +2,301	+775%	+$44.5K	0.02%	436
2015 Q1	$5K	Buy	+297	New	+$5.16K	﹤0.01%	870
2014 Q3	–	Sell	-255	Closed	-$4K	–	923
2014 Q2	$4K	Buy	+255	New	+$4.03K	﹤0.01%	807
2013 Q4	–	Sell	-2,583	Closed	-$41K	–	270
2013 Q3	$41K	Buy	2,583 +1,632	+172%	+$25.5K	0.03%	267
2013 Q2	$14K	Buy	+951	New	+$14.8K	0.01%	418

Other funds holding DXJ

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Financial Architects (New Jersey)'s DXJ Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2018, closing a stake of 555 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in DXJ in Q2 2013 and held it in 13 quarters. The position peaked at $262K in Q4 2015. 330 funds tracked by Wall St. Rank hold DXJ as of Q1 2018.

Financial Architects (New Jersey) reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 555 WisdomTree Japan Hedged Equity Fund shares in Q1 2018, an estimated $11K.
Financial Architects (New Jersey) first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 13 quarters.
Financial Architects (New Jersey)'s WisdomTree Japan Hedged Equity Fund position peaked at $262K in Q4 2015.
330 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.