Focused Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Focused Wealth 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
2016 Q4	–	Sell	-136	Closed	-$6K	–	700
2016 Q3	$6K	Buy	136 +123	+946%	+$5.11K	﹤0.01%	504
2016 Q2	$1K	Hold	13	–	–	﹤0.01%	620
2016 Q1	$1K	Sell	13 -4	-24%	-$177	﹤0.01%	592
2015 Q4	$1K	Sell	17 -102	-86%	-$5.43K	﹤0.01%	618
2015 Q3	$6K	Buy	+119	New	+$6.43K	﹤0.01%	468
2015 Q1	–	Sell	-3,009	Closed	-$148K	–	681
2014 Q4	$148K	Sell	3,009 -1,636	-35%	-$85.4K	0.1%	107
2014 Q3	$243K	Sell	4,645 -400	-8%	-$20.1K	0.19%	88
2014 Q2	$249K	Sell	5,045 -491	-9%	-$23.3K	0.19%	78
2014 Q1	$262K	Buy	5,536 +16	+0.3%	+$762	0.22%	71
2013 Q4	$281K	Buy	5,520 +2,320	+73%	+$113K	0.24%	73
2013 Q3	$153K	Buy	+3,200	New	+$150K	0.15%	99

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Focused Wealth Management's DXJ Position: Q4 2016 in Review

Focused Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2016, closing a stake of 136 shares — an estimated $6K sold.

Focused Wealth Management first reported a position in DXJ in Q3 2013 and held it in 11 quarters. The position peaked at $281K in Q4 2013. 331 funds tracked by Wall St. Rank hold DXJ as of Q4 2016.

Focused Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Focused Wealth Management sold 136 WisdomTree Japan Hedged Equity Fund shares in Q4 2016, an estimated $6K.
Focused Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and held it in 11 quarters.
Focused Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $281K in Q4 2013.
331 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2016.

Based on Focused Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.