Geller Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Geller Advisors’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	-4,684	Closed	-$253K	–	34
2018 Q2	$253K	Buy	4,684 +93	+2%	+$5.26K	0.11%	25
2018 Q1	$257K	Buy	4,591 +38	+0.8%	+$2.21K	0.13%	22
2017 Q4	$270K	Buy	4,553 +3	+0.1%	+$173	0.14%	23
2017 Q3	$249K	Buy	4,550 +71	+2%	+$3.73K	0.12%	23
2017 Q2	$233K	Hold	4,479	–	–	0.12%	23
2017 Q1	$227K	Buy	4,479 +44	+1%	+$2.24K	0.12%	19
2016 Q4	$220K	Buy	+4,435	New	+$208K	0.13%	19

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

Geller Advisors's DXJ Position: Q3 2018 in Review

Geller Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2018, closing a stake of 4,684 shares — an estimated $253K sold.

Geller Advisors first reported a position in DXJ in Q4 2016 and held it in 7 quarters. The position peaked at $270K in Q4 2017. 313 funds tracked by Wall St. Rank hold DXJ as of Q3 2018.

Geller Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Geller Advisors sold 4,684 WisdomTree Japan Hedged Equity Fund shares in Q3 2018, an estimated $253K.
Geller Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and held it in 7 quarters.
Geller Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $270K in Q4 2017.
313 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2018.

Based on Geller Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.