Financial Partners Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Financial Partners Capital Management’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 Q4	–	Sell	-165,585	Closed	-$9.6M	–	83
2018 Q3	$9.6M	Buy	+165,585	New	+$9.09M	2.72%	17
2018 Q1	–	Sell	-33,190	Closed	-$1.97M	–	84
2017 Q4	$1.97M	Hold	33,190	–	–	0.36%	66
2017 Q3	$1.81M	Buy	33,190 +9,750	+42%	+$512K	0.35%	67
2017 Q2	$1.22M	Buy	23,440 +6,500	+38%	+$332K	0.25%	69
2017 Q1	$858K	Buy	+16,940	New	+$863K	0.19%	81
2016 Q2	–	Sell	-86,376	Closed	-$3.77M	–	101
2016 Q1	$3.77M	Sell	86,376 -10,610	-11%	-$468K	0.94%	46
2015 Q4	$4.86M	Sell	96,986 -4,465	-4%	-$238K	1.16%	38
2015 Q3	$4.94M	Buy	101,451 +1,289	+1%	+$69.7K	1.24%	36
2015 Q2	$5.73M	Buy	100,162 +3,808	+4%	+$221K	1.4%	27
2015 Q1	$5.31M	Buy	96,354 +62,896	+188%	+$3.28M	1.33%	33
2014 Q4	$1.65M	Sell	33,458 -1,550	-4%	-$80.9K	0.45%	64
2014 Q3	$1.83M	Buy	+35,008	New	+$1.76M	0.53%	59

Other funds holding DXJ

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Financial Partners Capital Management's DXJ Position: Q4 2018 in Review

Financial Partners Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2018, closing a stake of 165,585 shares — an estimated $9.6M sold.

Financial Partners Capital Management first reported a position in DXJ in Q3 2014 and held it in 12 quarters. The position peaked at $9.6M in Q3 2018. 269 funds tracked by Wall St. Rank hold DXJ as of Q4 2018.

Financial Partners Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Financial Partners Capital Management sold 165,585 WisdomTree Japan Hedged Equity Fund shares in Q4 2018, an estimated $9.6M.
Financial Partners Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2014 and held it in 12 quarters.
Financial Partners Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $9.6M in Q3 2018.
269 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2018.

Based on Financial Partners Capital Management's 13F filing for Q4 2018, filed 19 Feb 2019.