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

Frontier 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
2018 Q3	–	Sell	-9,405	Closed	-$508K	–	396
2018 Q2	$508K	Sell	9,405 -6,000	-39%	-$339K	0.07%	216
2018 Q1	$863K	Hold	15,405	–	–	0.12%	164
2017 Q4	$914K	Buy	15,405 +10,500	+214%	+$606K	0.15%	149
2017 Q3	$268K	Hold	4,905	–	–	0.04%	312
2017 Q2	$255K	Hold	4,905	–	–	0.04%	325
2017 Q1	$248K	Hold	4,905	–	–	0.04%	327
2016 Q4	$243K	Buy	+4,905	New	+$230K	0.04%	319

Other funds holding DXJ

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Frontier Wealth Management's DXJ Position: Q3 2018 in Review

Frontier Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2018, closing a stake of 9,405 shares — an estimated $508K sold.

Frontier Wealth Management first reported a position in DXJ in Q4 2016 and held it in 7 quarters. The position peaked at $914K in Q4 2017. 313 funds tracked by Wall St. Rank hold DXJ as of Q3 2018.

Frontier Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Frontier Wealth Management sold 9,405 WisdomTree Japan Hedged Equity Fund shares in Q3 2018, an estimated $508K.
Frontier Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and held it in 7 quarters.
Frontier Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $914K in Q4 2017.
313 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2018.

Based on Frontier Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.