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First Personal Financial Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

First Personal Financial Services’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
-3,150
Closed -$122K – 817
2016
Q2 		$122K Buy
+3,150
New +$133K 0.04% 183

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
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

First Personal Financial Services's DXJ Position: Q3 2016 in Review

First Personal Financial Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2016, closing a stake of 3,150 shares — an estimated $122K sold.

First Personal Financial Services first reported a position in DXJ in Q2 2016 and held it in 1 quarter. The position peaked at $122K in Q2 2016. 272 funds tracked by Wall St. Rank hold DXJ as of Q3 2016.

  • First Personal Financial Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2016 after selling out during the quarter.
  • First Personal Financial Services sold 3,150 WisdomTree Japan Hedged Equity Fund shares in Q3 2016, an estimated $122K.
  • First Personal Financial Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2016 and held it in 1 quarter.
  • First Personal Financial Services's WisdomTree Japan Hedged Equity Fund position peaked at $122K in Q2 2016.
  • 272 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2016.

Based on First Personal Financial Services's 13F filing for Q3 2016, filed 7 Nov 2016.