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	-185	Closed	-$11K	–	1426
2017 Q4	$11K	Buy	185 +64	+53%	+$3.69K	﹤0.01%	1122
2017 Q3	$7K	Buy	121 +91	+303%	+$4.78K	﹤0.01%	1211
2017 Q2	$2K	Buy	+30	New	+$1.53K	﹤0.01%	1418
2016 Q4	–	Sell	-5,757	Closed	-$247K	–	1409
2016 Q3	$247K	Hold	5,757	–	–	0.07%	214
2016 Q2	$223K	Sell	5,757 -156	-3%	-$6.58K	0.06%	223
2016 Q1	$258K	Buy	5,913 +677	+13%	+$29.9K	0.09%	160
2015 Q4	$262K	Buy	5,236 +447	+9%	+$23.8K	0.11%	166
2015 Q3	$233K	Buy	4,789 +3,923	+453%	+$212K	0.1%	174
2015 Q2	$50K	Buy	866 +767	+775%	+$44.5K	0.02%	436
2015 Q1	$5K	Buy	+99	New	+$5.16K	﹤0.01%	870
2014 Q3	–	Sell	-85	Closed	-$4K	–	923
2014 Q2	$4K	Buy	+85	New	+$4.03K	﹤0.01%	807
2013 Q4	–	Sell	-861	Closed	-$41K	–	270
2013 Q3	$41K	Buy	861 +544	+172%	+$25.5K	0.03%	267
2013 Q2	$14K	Buy	+317	New	+$14.8K	0.01%	418

Other funds holding DXJ

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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 185 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. 329 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 185 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.
329 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.